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Williams Jones Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Williams Jones Wealth Management’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 		$722K Buy
+7,169
New +$721K 0.01% 316
2024
Q4 		– Sell
-2,000
Closed -$201K – 536
2024
Q3 		$201K Hold
2,000
– – ﹤0.01% 494
2024
Q2 		$201K Buy
+2,000
New +$201K ﹤0.01% 480

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Williams Jones Wealth Management's SGOV Position: Q2 2026 in Review

Williams Jones Wealth Management opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 7,169 shares worth $722K. The stake represents 0.01% of the portfolio and ranks #316 among its holdings. This is a return to the name: Williams Jones Wealth Management previously reported a position in SGOV as recently as Q3 2024.

Williams Jones Wealth Management first reported a position in SGOV in Q2 2024 and has held it in 3 quarters since. 1,309 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Williams Jones Wealth Management held 7,169 shares of iShares 0-3 Month Treasury Bond ETF worth $722K as of Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF was a new Williams Jones Wealth Management position in Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF made up 0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #316 holding.
  • Williams Jones Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 3 quarters since.
  • 1,309 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.