Cosner Financial Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Cosner Financial Group’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	$320K	Buy	+3,175	New	+$319K	0.16%	32
2025 Q4	–	Sell	-8,934	Closed	-$900K	–	38
2025 Q3	$900K	Sell	8,934 -10	-0.1%	-$1.01K	0.48%	23
2025 Q2	$901K	Sell	8,944 -173	-2%	-$17.4K	0.5%	25
2025 Q1	$918K	Sell	9,117 -38	-0.4%	-$3.82K	0.56%	25
2024 Q4	$918K	Buy	9,155 +13	+0.1%	+$1.31K	0.58%	25
2024 Q3	$921K	Sell	9,142 -37	-0.4%	-$3.72K	0.59%	24
2024 Q2	$924K	Sell	9,179 -179	-2%	-$18K	0.65%	20
2024 Q1	$942K	Buy	9,358 +22	+0.2%	+$2.21K	0.68%	21
2023 Q4	$936K	Buy	+9,336	New	+$938K	0.79%	19

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

Cosner Financial Group's SGOV Position: Q2 2026 in Review

Cosner Financial Group opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 3,175 shares worth $320K. The stake represents 0.16% of the portfolio and ranks #32 among its holdings. This is a return to the name: Cosner Financial Group previously reported a position in SGOV as recently as Q3 2025.

Cosner Financial Group first reported a position in SGOV in Q4 2023 and has held it in 9 quarters since. The position peaked at $942K in Q1 2024. 1,312 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Cosner Financial Group held 3,175 shares of iShares 0-3 Month Treasury Bond ETF worth $320K as of Q2 2026.
iShares 0-3 Month Treasury Bond ETF was a new Cosner Financial Group position in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.16% of Cosner Financial Group's portfolio in Q2 2026, its #32 holding.
Cosner Financial Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 9 quarters since.
Cosner Financial Group's iShares 0-3 Month Treasury Bond ETF position peaked at $942K in Q1 2024.
1,312 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Cosner Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.