Advisor Resource Council’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Advisor Resource Council’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	$215K	Buy	+2,143	New	+$215K	0.06%	250
2025 Q2	–	Sell	-2,543	Closed	-$256K	–	511
2025 Q1	$256K	Sell	2,543 -1,948	-43%	-$196K	0.02%	501
2024 Q4	$451K	Buy	+4,491	New	+$451K	0.32%	36

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Advisor Resource Council's SGOV Position: Q2 2026 in Review

Advisor Resource Council opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 2,143 shares worth $215K. The stake represents 0.06% of the portfolio and ranks #250 among its holdings. This is a return to the name: Advisor Resource Council previously reported a position in SGOV as recently as Q1 2025.

Advisor Resource Council first reported a position in SGOV in Q4 2024 and has held it in 3 quarters since. The position peaked at $451K in Q4 2024. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Advisor Resource Council held 2,143 shares of iShares 0-3 Month Treasury Bond ETF worth $215K as of Q2 2026.
iShares 0-3 Month Treasury Bond ETF was a new Advisor Resource Council position in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.06% of Advisor Resource Council's portfolio in Q2 2026, its #250 holding.
Advisor Resource Council first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 3 quarters since.
Advisor Resource Council's iShares 0-3 Month Treasury Bond ETF position peaked at $451K in Q4 2024.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.