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Resurgent Financial Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Resurgent Financial 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 		$1.73M Buy
17,147
+14,462
+539% +$1.45M 0.62% 36
2025
Q4 		$270K Buy
+2,685
New +$270K 0.14% 177
2025
Q3 		– Sell
-5,746
Closed -$579K – 217
2025
Q2 		$579K Buy
+5,746
New +$578K 0.32% 93
2024
Q4 		– Sell
-3,398
Closed -$342K – 188
2024
Q3 		$342K Buy
+3,398
New +$342K 0.2% 136

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Resurgent Financial Advisors's SGOV Position: Q1 2026 in Review

Resurgent Financial Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 539% in Q1 2026, buying an estimated $1.45M and bringing the position to 17,147 shares worth $1.73M. The position accounts for 0.62% of the portfolio, ranked #36.

Resurgent Financial Advisors first reported a position in SGOV in Q3 2024 and has held it in 4 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Resurgent Financial Advisors held 17,147 shares of iShares 0-3 Month Treasury Bond ETF worth $1.73M as of Q1 2026.
  • Resurgent Financial Advisors bought 14,462 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $1.45M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.62% of Resurgent Financial Advisors's portfolio in Q1 2026, its #36 holding.
  • Resurgent Financial Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and has held it in 4 quarters since.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.