Raymond James Financial
SGOV icon

Raymond James Financial’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Raymond James Financial’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
Q1 		$355M Buy
3,522,788
+850,844
+32% +$85.5M 0.11% 160
2025
Q4 		$268M Buy
2,671,944
+51,694
+2% +$5.2M 0.08% 212
2025
Q3 		$264M Buy
2,620,250
+209,640
+9% +$21.1M 0.08% 216
2025
Q2 		$243M Sell
2,410,610
-517,706
-18% -$52M 0.08% 221
2025
Q1 		$295M Buy
2,928,316
+789,737
+37% +$79.4M 0.11% 159
2024
Q4 		$215M Buy
+2,138,579
New +$215M 0.08% 221

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial's SGOV Position: Q1 2026 in Review

Raymond James Financial increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 32% in Q1 2026, buying an estimated $85.5M and bringing the position to 3,522,788 shares worth $355M. The position accounts for 0.11% of the portfolio, ranked #160.

Raymond James Financial first reported a position in SGOV in Q4 2024 and has held it in 6 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Raymond James Financial held 3,522,788 shares of iShares 0-3 Month Treasury Bond ETF worth $355M as of Q1 2026.
  • Raymond James Financial bought 850,844 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $85.5M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.11% of Raymond James Financial's portfolio in Q1 2026, its #160 holding.
  • Raymond James Financial first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.