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 Q2	$76.4M	Sell	758,229 -378,079	-33%	-$38M	11.48%	1
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 $1.55T 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

Cynosure Group's SGOV Position: Q2 2026 in Review

Cynosure Group reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 33% in Q2 2026, selling an estimated $38M and leaving 758,229 shares worth $76.4M. The position accounts for 11.48% of the portfolio, ranked #1.

Cynosure Group first reported a position in SGOV in Q2 2023 and has held it in 13 quarters since. The position peaked at $127M in Q3 2025. 1,305 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Cynosure Group held 758,229 shares of iShares 0-3 Month Treasury Bond ETF worth $76.4M as of Q2 2026.
Cynosure Group sold 378,079 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $38M.
iShares 0-3 Month Treasury Bond ETF made up 11.48% of Cynosure Group's portfolio in Q2 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 13 quarters since.
Cynosure Group's iShares 0-3 Month Treasury Bond ETF position peaked at $127M in Q3 2025.
1,305 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Cynosure Group's 13F filing for Q2 2026, filed 5 Aug 2026.