Resonant Capital Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Resonant Capital Advisors’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	$28.3M	Sell	281,061 -225,039	-44%	-$22.6M	1.49%	14
2025 Q4	$50.8M	Buy	506,100 +52,020	+11%	+$5.23M	2.79%	8
2025 Q3	$45.7M	Buy	454,080 +35,927	+9%	+$3.61M	2.66%	8
2025 Q2	$42.1M	Sell	418,153 -132,177	-24%	-$13.3M	2.69%	9
2025 Q1	$55.4M	Sell	550,330 -158,422	-22%	-$15.9M	3.86%	4
2024 Q4	$71.1M	Buy	708,752 +5,300	+0.8%	+$532K	5.19%	2
2024 Q3	$70.9M	Buy	703,452 +24,842	+4%	+$2.5M	5.21%	2
2024 Q2	$68.3M	Buy	678,610 +39,759	+6%	+$4M	5.55%	2
2024 Q1	$64.3M	Buy	638,851 +53,119	+9%	+$5.34M	5.5%	2
2023 Q4	$58.7M	Buy	585,732 +47,410	+9%	+$4.76M	5.68%	2
2023 Q3	$54.2M	Buy	538,322 +155,309	+41%	+$15.6M	5.78%	1
2023 Q2	$38.5M	Buy	383,013 +223,848	+141%	+$22.5M	4.19%	2
2023 Q1	$16M	Buy	+159,165	New	+$16M	1.82%	15

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 $6.11B AUM 33.56% 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

Resonant Capital Advisors's SGOV Position: Q1 2026 in Review

Resonant Capital Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 44% in Q1 2026, selling an estimated $22.6M and leaving 281,061 shares worth $28.3M. The position accounts for 1.49% of the portfolio, ranked #14.

Resonant Capital Advisors first reported a position in SGOV in Q1 2023 and has held it in 13 quarters since. The position peaked at $71.1M in Q4 2024. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Resonant Capital Advisors held 281,061 shares of iShares 0-3 Month Treasury Bond ETF worth $28.3M as of Q1 2026.
Resonant Capital Advisors sold 225,039 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $22.6M.
iShares 0-3 Month Treasury Bond ETF made up 1.49% of Resonant Capital Advisors's portfolio in Q1 2026, its #14 holding.
Resonant Capital Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
Resonant Capital Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $71.1M in Q4 2024.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Resonant Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.