SEC 13F Intelligence

Jdm Financial Group LLC / SGOV

Jdm Financial Group LLC’s Ishares Tr Position

Does Jdm Financial Group LLC own Ishares Tr (SGOV)? Yes — 283.9K shares worth $24M (+9.07% of its 13F portfolio) as of Q1 2026, up from 228.5K shares the prior filed quarter.

Position Value
$24M
Q1 2026
Shares
283.9K
% of Portfolio
+9.07%
Quarters Held
7
currently held

Position History SGOV

Reported value by quarter
Q3 ’24: $2MQ3 ’24Q4 ’24: $2MQ4 ’24Q1 ’25: $4MQ1 ’25Q2 ’25: $4MQ2 ’25Q3 ’25: $11MQ3 ’25Q4 ’25: $23MQ4 ’25Q1 ’26: $24MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026283.9K$24M+9.07%
Q4 2025228.5K$23M+8.90%
Q3 2025108.2K$11M+4.57%
Q2 202539.7K$4M+1.89%
Q1 202542.9K$4M+2.19%
Q4 202422.6K$2M+1.18%
Q3 202419.3K$2M+1.06%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Jdm Financial Group LLC’s full portfolio or all institutional holders of SGOV.