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 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 $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cerity Partners's SGOV Position: Q1 2026 in Review

Cerity Partners reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 9.6% in Q1 2026, selling an estimated $38M and leaving 3,565,410 shares worth $359M. The position accounts for 0.51% of the portfolio, ranked #34.

Cerity Partners first reported a position in SGOV in Q1 2023 and has held it in 13 quarters since. The position peaked at $396M in Q4 2025. 1,215 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Cerity Partners held 3,565,410 shares of iShares 0-3 Month Treasury Bond ETF worth $359M as of Q1 2026.
Cerity Partners sold 377,657 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $38M.
iShares 0-3 Month Treasury Bond ETF made up 0.51% of Cerity Partners's portfolio in Q1 2026, its #34 holding.
Cerity Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
Cerity Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $396M in Q4 2025.
1,215 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.