Renasant Bank’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Renasant Bank’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
2025 Q1	–	Sell	-2,624	Closed	-$263K	–	174
2024 Q4	$263K	Hold	2,624	–	–	0.17%	136
2024 Q3	$264K	Buy	2,624 +624	+31%	+$62.7K	0.17%	139
2024 Q2	$201K	Sell	2,000 -335	-14%	-$33.7K	0.14%	157
2024 Q1	$235K	Hold	2,335	–	–	0.17%	155
2023 Q4	$234K	Buy	+2,335	New	+$234K	0.19%	142

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CIM

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

Renasant Bank's SGOV Position: Q1 2025 in Review

Renasant Bank sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2025, closing a stake of 2,624 shares — an estimated $263K sold.

Renasant Bank first reported a position in SGOV in Q4 2023 and held it in 5 quarters. The position peaked at $264K in Q3 2024. 866 funds tracked by Wall St. Rank hold SGOV as of Q1 2025.

Renasant Bank reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Renasant Bank sold 2,624 iShares 0-3 Month Treasury Bond ETF shares in Q1 2025, an estimated $263K.
Renasant Bank first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and held it in 5 quarters.
Renasant Bank's iShares 0-3 Month Treasury Bond ETF position peaked at $264K in Q3 2024.
866 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2025.

Based on Renasant Bank's 13F filing for Q1 2025, filed 9 May 2025.