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 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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Shayne & Jacobs LLC's SGOV Position: Q2 2026 in Review

Shayne & Jacobs LLC held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q2 2026 at 5,100 shares worth $513K. The position accounts for 0.15% of the portfolio, ranked #68.

Shayne & Jacobs LLC first reported a position in SGOV in Q2 2024 and has held it in 9 quarters since. The position peaked at $514K in Q3 2025. 628 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Shayne & Jacobs LLC held 5,100 shares of iShares 0-3 Month Treasury Bond ETF worth $513K as of Q2 2026.
Shayne & Jacobs LLC left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.15% of Shayne & Jacobs LLC's portfolio in Q2 2026, its #68 holding.
Shayne & Jacobs LLC first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
Shayne & Jacobs LLC's iShares 0-3 Month Treasury Bond ETF position peaked at $514K in Q3 2025.
628 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Shayne & Jacobs LLC's 13F filing for Q2 2026, filed 7 Jul 2026.