SJBenen ADVISORY’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

SJBenen ADVISORY’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	$2.81M	Sell	27,935 -7,371	-21%	-$741K	1.59%	14
2026 Q1	$3.55M	Sell	35,306 -7,854	-18%	-$790K	2.97%	9
2025 Q4	$375K	Buy	+43,160	New	+$4.34M	0.35%	24

Other funds holding SGOV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

SJBenen ADVISORY's SGOV Position: Q2 2026 in Review

SJBenen ADVISORY reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 21% in Q2 2026, selling an estimated $741K and leaving 27,935 shares worth $2.81M. The position accounts for 1.59% of the portfolio, ranked #14.

SJBenen ADVISORY first reported a position in SGOV in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.55M in Q1 2026. 1,256 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

SJBenen ADVISORY held 27,935 shares of iShares 0-3 Month Treasury Bond ETF worth $2.81M as of Q2 2026.
SJBenen ADVISORY sold 7,371 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $741K.
iShares 0-3 Month Treasury Bond ETF made up 1.59% of SJBenen ADVISORY's portfolio in Q2 2026, its #14 holding.
SJBenen ADVISORY first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
SJBenen ADVISORY's iShares 0-3 Month Treasury Bond ETF position peaked at $3.55M in Q1 2026.
1,256 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on SJBenen ADVISORY's 13F filing for Q2 2026, filed 11 Aug 2026.