JMBAI
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J. M. Brown & Associates Inc.’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

J. M. Brown & Associates 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
Q2 		$3.97M Buy
+39,431
New +$3.96M 2.27% 8

Other funds holding SGOV

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

J. M. Brown & Associates Inc.'s SGOV Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 39,431 shares worth $3.97M. The stake represents 2.27% of the portfolio and ranks #8 among its holdings.

402 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • J. M. Brown & Associates Inc. held 39,431 shares of iShares 0-3 Month Treasury Bond ETF worth $3.97M as of Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF was a new J. M. Brown & Associates Inc. position in Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF made up 2.27% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #8 holding.
  • 402 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.