Shayne & Jacobs LLC’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Shayne & Jacobs LLC’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	$513K	Hold	5,100	–	–	0.15%	69
2026 Q2	$513K	Hold	5,100	–	–	0.15%	68
2026 Q1	$513K	Hold	5,100	–	–	0.16%	66
2025 Q4	$512K	Hold	5,100	–	–	0.16%	63
2025 Q3	$514K	Hold	5,100	–	–	0.16%	61
2025 Q2	$514K	Hold	5,100	–	–	0.17%	60
2025 Q1	$513K	Hold	5,100	–	–	0.13%	63
2024 Q4	$512K	Buy	5,100 +500	+11%	+$50.2K	0.13%	64
2024 Q3	$463K	Hold	4,600	–	–	0.12%	66
2024 Q2	$463K	Buy	+4,600	New	+$462K	0.13%	67

Other funds holding SGOV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

True North Advisors Dallas, Texas $1.35B AUM 15.32% 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

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Hollow Brook Wealth Management Katonah, New York $575M AUM 19.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Shayne & Jacobs LLC's SGOV Position: Q3 2026 in Review

Shayne & Jacobs LLC held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q3 2026 at 5,100 shares worth $513K. The position accounts for 0.15% of the portfolio, ranked #69.

Shayne & Jacobs LLC first reported a position in SGOV in Q2 2024 and has held it in 10 quarters since. The position peaked at $514K in Q3 2025. 866 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

Shayne & Jacobs LLC held 5,100 shares of iShares 0-3 Month Treasury Bond ETF worth $513K as of Q3 2026.
Shayne & Jacobs LLC left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q3 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.15% of Shayne & Jacobs LLC's portfolio in Q3 2026, its #69 holding.
Shayne & Jacobs LLC first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 10 quarters since.
Shayne & Jacobs LLC's iShares 0-3 Month Treasury Bond ETF position peaked at $514K in Q3 2025.
866 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Shayne & Jacobs LLC's 13F filing for Q3 2026, filed 21 Oct 2026.