Rehmann Capital Advisory Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Rehmann Capital Advisory 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 Q1	$660K	Sell	6,552 -228	-3%	-$22.9K	0.03%	342
2025 Q4	$681K	Buy	6,780 +305	+5%	+$30.7K	0.04%	324
2025 Q3	$652K	Buy	6,475 +2	+0%	+$201	0.04%	324
2025 Q2	$652K	Buy	6,473 +1	+0%	+$101	0.04%	300
2025 Q1	$652K	Buy	6,472 +1	+0%	+$101	0.04%	300
2024 Q4	$649K	Buy	6,471 +1	+0%	+$100	0.04%	290
2024 Q3	$652K	Sell	6,470 -40	-0.6%	-$4.02K	0.04%	287
2024 Q2	$656K	Sell	6,510 -53	-0.8%	-$5.33K	0.05%	271
2024 Q1	$661K	Sell	6,563 -161	-2%	-$16.2K	0.05%	268
2023 Q4	$674K	Sell	6,724 -1,402	-17%	-$141K	0.06%	248
2023 Q3	$818K	Sell	8,126 -34,485	-81%	-$3.46M	0.08%	203
2023 Q2	$4.29M	Buy	+42,611	New	+$4.28M	0.38%	44

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Rehmann Capital Advisory Group's SGOV Position: Q1 2026 in Review

Rehmann Capital Advisory Group reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 3.4% in Q1 2026, selling an estimated $22.9K and leaving 6,552 shares worth $660K. The position accounts for 0.03% of the portfolio, ranked #342.

Rehmann Capital Advisory Group first reported a position in SGOV in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.29M in Q2 2023. 1,213 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Rehmann Capital Advisory Group held 6,552 shares of iShares 0-3 Month Treasury Bond ETF worth $660K as of Q1 2026.
Rehmann Capital Advisory Group sold 228 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $22.9K.
iShares 0-3 Month Treasury Bond ETF made up 0.03% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #342 holding.
Rehmann Capital Advisory Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and has held it in 12 quarters since.
Rehmann Capital Advisory Group's iShares 0-3 Month Treasury Bond ETF position peaked at $4.29M in Q2 2023.
1,213 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.