RDA Financial Network’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

RDA Financial Network’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 Q3	$509K	Sell	5,053 -2,568	-34%	-$258K	0.11%	148
2026 Q2	$767K	Buy	7,621 +93	+1%	+$9.35K	0.17%	122
2026 Q1	$758K	Buy	7,528 +2,212	+42%	+$222K	0.19%	123
2025 Q4	$534K	Sell	5,316 -1,158	-18%	-$116K	0.13%	147
2025 Q3	$652K	Sell	6,474 -1,636	-20%	-$165K	0.16%	130
2025 Q2	$817K	Sell	8,110 -1,170	-13%	-$118K	0.22%	111
2025 Q1	$934K	Sell	9,280 -739	-7%	-$74.3K	0.28%	99
2024 Q4	$1.01M	Sell	10,019 -5,205	-34%	-$523K	0.29%	99
2024 Q3	$1.53M	Sell	15,224 -2,451	-14%	-$246K	0.48%	64
2024 Q2	$1.78M	Sell	17,675 -10,542	-37%	-$1.06M	0.58%	46
2024 Q1	$2.84M	Sell	28,217 -130	-0.5%	-$13.1K	0.97%	27
2023 Q4	$2.84M	Buy	28,347 +803	+3%	+$80.6K	1.08%	24
2023 Q3	$2.77M	Buy	27,544 +214	+0.8%	+$21.5K	1.2%	24
2023 Q2	$2.75M	Buy	27,330 +9,210	+51%	+$925K	1.16%	27
2023 Q1	$1.82M	Buy	+18,120	New	+$1.82M	0.83%	37

Other funds holding SGOV

True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return

Prairie Advisory Leawood, Kansas $863M AUM

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

RDA Financial Network's SGOV Position: Q3 2026 in Review

RDA Financial Network reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 34% in Q3 2026, selling an estimated $258K and leaving 5,053 shares worth $509K. The position accounts for 0.11% of the portfolio, ranked #148.

RDA Financial Network first reported a position in SGOV in Q1 2023 and has held it in 15 quarters since. The position peaked at $2.84M in Q4 2023. 469 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

RDA Financial Network held 5,053 shares of iShares 0-3 Month Treasury Bond ETF worth $509K as of Q3 2026.
RDA Financial Network sold 2,568 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $258K.
iShares 0-3 Month Treasury Bond ETF made up 0.11% of RDA Financial Network's portfolio in Q3 2026, its #148 holding.
RDA Financial Network first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 15 quarters since.
RDA Financial Network's iShares 0-3 Month Treasury Bond ETF position peaked at $2.84M in Q4 2023.
469 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on RDA Financial Network's 13F filing for Q3 2026, filed 15 Oct 2026.