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

Cynosure 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 Q1	$114M	Sell	1,136,308 -51,667	-4%	-$5.19M	14.3%	1
2025 Q4	$119M	Sell	1,187,975 -73,244	-6%	-$7.36M	12.13%	1
2025 Q3	$127M	Buy	1,261,219 +75,337	+6%	+$7.58M	13.79%	1
2025 Q2	$119M	Buy	1,185,882 +564,698	+91%	+$56.8M	13.53%	1
2025 Q1	$62.5M	Buy	621,184 +370,043	+147%	+$37.2M	8.62%	1
2024 Q4	$25M	Buy	251,141 +60,246	+32%	+$6.05M	3.74%	5
2024 Q3	$19.2M	Buy	190,895 +50,296	+36%	+$5.06M	2.8%	8
2024 Q2	$14.2M	Buy	140,599 +41,105	+41%	+$4.13M	2.27%	8
2024 Q1	$10M	Buy	99,494 +30,270	+44%	+$3.04M	1.8%	12
2023 Q4	$7.96M	Buy	69,224 +43,814	+172%	+$4.4M	1.43%	14
2023 Q3	$2.56M	Buy	25,410 +229	+0.9%	+$23K	0.78%	39
2023 Q2	$2.53M	Buy	+25,181	New	+$2.53M	0.76%	39

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Cynosure Group's SGOV Position: Q1 2026 in Review

Cynosure Group reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 4.3% in Q1 2026, selling an estimated $5.19M and leaving 1,136,308 shares worth $114M. The position accounts for 14.3% of the portfolio, ranked #1.

Cynosure Group first reported a position in SGOV in Q2 2023 and has held it in 12 quarters since. The position peaked at $127M in Q3 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Cynosure Group held 1,136,308 shares of iShares 0-3 Month Treasury Bond ETF worth $114M as of Q1 2026.
Cynosure Group sold 51,667 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $5.19M.
iShares 0-3 Month Treasury Bond ETF made up 14.3% of Cynosure Group's portfolio in Q1 2026, its #1 holding.
Cynosure Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and has held it in 12 quarters since.
Cynosure Group's iShares 0-3 Month Treasury Bond ETF position peaked at $127M in Q3 2025.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.