Cerity Partners’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Cerity Partners’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	$458M	Buy	4,545,424 +980,014	+27%	+$98.5M	0.55%	30
2026 Q1	$359M	Sell	3,565,410 -377,657	-10%	-$38M	0.51%	34
2025 Q4	$396M	Buy	3,943,067 +2,081,395	+112%	+$209M	0.58%	27
2025 Q3	$187M	Sell	1,861,672 -612,316	-25%	-$61.6M	0.3%	66
2025 Q2	$249M	Buy	2,473,988 +1,298,316	+110%	+$131M	0.44%	40
2025 Q1	$118M	Buy	1,175,672 +62,505	+6%	+$6.28M	0.24%	89
2024 Q4	$112M	Sell	1,113,167 -61,616	-5%	-$6.19M	0.24%	86
2024 Q3	$118M	Buy	1,174,783 +616,225	+110%	+$61.9M	0.26%	78
2024 Q2	$56.3M	Sell	558,558 -5,943	-1%	-$597K	0.15%	144
2024 Q1	$56.9M	Sell	564,501 -364,511	-39%	-$36.6M	0.15%	141
2023 Q4	$93.2M	Sell	929,012 -945,122	-50%	-$94.9M	0.31%	71
2023 Q3	$189M	Buy	1,874,134 +1,383,646	+282%	+$139M	0.92%	19
2023 Q2	$49.4M	Buy	490,488 +82,226	+20%	+$8.26M	0.19%	118
2023 Q1	$41.1M	Buy	+408,262	New	+$41M	0.1%	147

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

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

Cerity Partners's SGOV Position: Q2 2026 in Review

Cerity Partners increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 27% in Q2 2026, buying an estimated $98.5M and bringing the position to 4,545,424 shares worth $458M. The position accounts for 0.55% of the portfolio, ranked #30.

Cerity Partners first reported a position in SGOV in Q1 2023 and has held it in 14 quarters since. 1,310 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Cerity Partners held 4,545,424 shares of iShares 0-3 Month Treasury Bond ETF worth $458M as of Q2 2026.
Cerity Partners bought 980,014 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $98.5M.
iShares 0-3 Month Treasury Bond ETF made up 0.55% of Cerity Partners's portfolio in Q2 2026, its #30 holding.
Cerity Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
1,310 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.