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 Q2	$656K	Sell	6,514 -38	-0.6%	-$3.82K	0.03%	361
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 $1.55T 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

Rehmann Capital Advisory Group's SGOV Position: Q2 2026 in Review

Rehmann Capital Advisory Group reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.58% in Q2 2026, selling an estimated $3.82K and leaving 6,514 shares worth $656K. The position accounts for 0.03% of the portfolio, ranked #361.

Rehmann Capital Advisory Group first reported a position in SGOV in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.29M in Q2 2023. 1,307 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Rehmann Capital Advisory Group held 6,514 shares of iShares 0-3 Month Treasury Bond ETF worth $656K as of Q2 2026.
Rehmann Capital Advisory Group sold 38 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $3.82K.
iShares 0-3 Month Treasury Bond ETF made up 0.03% of Rehmann Capital Advisory Group's portfolio in Q2 2026, its #361 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 13 quarters since.
Rehmann Capital Advisory Group's iShares 0-3 Month Treasury Bond ETF position peaked at $4.29M in Q2 2023.
1,307 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q2 2026, filed 20 Aug 2026.