Johnson Dunn Capital Advisors Inc’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Johnson Dunn Capital Advisors Inc’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 Q3	$471K	Buy	+4,682	New	+$471K	0.34%	77

Other funds holding SGOV

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UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Johnson Dunn Capital Advisors Inc's SGOV Position: Q3 2026 in Review

Johnson Dunn Capital Advisors Inc opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2026: 4,682 shares worth $471K. The stake represents 0.34% of the portfolio and ranks #77 among its holdings.

1,129 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

Johnson Dunn Capital Advisors Inc held 4,682 shares of iShares 0-3 Month Treasury Bond ETF worth $471K as of Q3 2026.
iShares 0-3 Month Treasury Bond ETF was a new Johnson Dunn Capital Advisors Inc position in Q3 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.34% of Johnson Dunn Capital Advisors Inc's portfolio in Q3 2026, its #77 holding.
1,129 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Johnson Dunn Capital Advisors Inc's 13F filing for Q3 2026, filed 12 Nov 2026.