RD Finance Ltd’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

RD Finance Ltd’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	–	Sell	-86,000	Closed	-$8.66M	–	35
2026 Q1	$8.66M	Sell	86,000 -35,000	-29%	-$3.52M	9.82%	1
2025 Q4	$12.1M	Sell	121,000 -214,000	-64%	-$21.5M	12.28%	2
2025 Q3	$33.7M	Buy	335,000 +289,000	+628%	+$29.1M	36.13%	1
2025 Q2	$4.63M	Buy	+46,000	New	+$4.62M	6.05%	4

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

RD Finance Ltd's SGOV Position: Q2 2026 in Review

RD Finance Ltd sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026, closing a stake of 86,000 shares — an estimated $8.66M sold.

RD Finance Ltd first reported a position in SGOV in Q2 2025 and held it in 4 quarters. The position peaked at $33.7M in Q3 2025. 1,307 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

RD Finance Ltd reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
RD Finance Ltd sold 86,000 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $8.66M.
RD Finance Ltd first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and held it in 4 quarters.
RD Finance Ltd's iShares 0-3 Month Treasury Bond ETF position peaked at $33.7M in Q3 2025.
1,307 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on RD Finance Ltd's 13F filing for Q2 2026, filed 13 Aug 2026.