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 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

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

RDA Financial Network's SGOV Position: Q2 2026 in Review

RDA Financial Network increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 1.2% in Q2 2026, buying an estimated $9.35K and bringing the position to 7,621 shares worth $767K. The position accounts for 0.17% of the portfolio, ranked #122.

RDA Financial Network first reported a position in SGOV in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.84M in Q4 2023. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

RDA Financial Network held 7,621 shares of iShares 0-3 Month Treasury Bond ETF worth $767K as of Q2 2026.
RDA Financial Network bought 93 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $9.35K.
iShares 0-3 Month Treasury Bond ETF made up 0.17% of RDA Financial Network's portfolio in Q2 2026, its #122 holding.
RDA Financial Network first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
RDA Financial Network's iShares 0-3 Month Treasury Bond ETF position peaked at $2.84M in Q4 2023.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.