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
Q2 		$366M Buy
3,636,385
+113,597
+3% +$11.4M 0.1% 171
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 $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Raymond James Financial's SGOV Position: Q2 2026 in Review

Raymond James Financial increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 3.2% in Q2 2026, buying an estimated $11.4M and bringing the position to 3,636,385 shares worth $366M. The position accounts for 0.1% of the portfolio, ranked #171.

Raymond James Financial first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. 1,303 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Raymond James Financial held 3,636,385 shares of iShares 0-3 Month Treasury Bond ETF worth $366M as of Q2 2026.
  • Raymond James Financial bought 113,597 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $11.4M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.1% of Raymond James Financial's portfolio in Q2 2026, its #171 holding.
  • Raymond James Financial first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,303 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.