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 Q2	$28.2M	Sell	279,727 -1,334	-0.5%	-$134K	1.35%	19
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 $1.55T 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

Resonant Capital Advisors's SGOV Position: Q2 2026 in Review

Resonant Capital Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.47% in Q2 2026, selling an estimated $134K and leaving 279,727 shares worth $28.2M. The position accounts for 1.35% of the portfolio, ranked #19.

Resonant Capital Advisors first reported a position in SGOV in Q1 2023 and has held it in 14 quarters since. The position peaked at $71.1M in Q4 2024. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Resonant Capital Advisors held 279,727 shares of iShares 0-3 Month Treasury Bond ETF worth $28.2M as of Q2 2026.
Resonant Capital Advisors sold 1,334 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $134K.
iShares 0-3 Month Treasury Bond ETF made up 1.35% of Resonant Capital Advisors's portfolio in Q2 2026, its #19 holding.
Resonant Capital Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
Resonant Capital Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $71.1M in Q4 2024.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.