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

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return

PSP Research Newtown Square, Pennsylvania $188M AUM

Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return