LJI Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

LJI Wealth Management’s Portfolio SGOV Stock Details SGOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.12M	Buy	11,109 +3,000	+37%	+$302K	0.16%	64
2026 Q1	$816K	Buy	8,109 +2,109	+35%	+$212K	0.13%	66
2025 Q4	$602K	Buy	6,000 +2,000	+50%	+$201K	0.09%	91
2025 Q3	$403K	Buy	+4,000	New	+$402K	0.07%	109

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RAM

Robinhood Asset Management Menlo Park, California $1.87B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LJI Wealth Management's SGOV Position: Q2 2026 in Review

LJI Wealth Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 37% in Q2 2026, buying an estimated $302K and bringing the position to 11,109 shares worth $1.12M. The position accounts for 0.16% of the portfolio, ranked #64.

LJI Wealth Management first reported a position in SGOV in Q3 2025 and has held it in 4 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

LJI Wealth Management held 11,109 shares of iShares 0-3 Month Treasury Bond ETF worth $1.12M as of Q2 2026.
LJI Wealth Management bought 3,000 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $302K.
iShares 0-3 Month Treasury Bond ETF made up 0.16% of LJI Wealth Management's portfolio in Q2 2026, its #64 holding.
LJI Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.