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 Q2	$551K	Sell	5,475 -11,672	-68%	-$1.17M	0.15%	147
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 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

Resurgent Financial Advisors's SGOV Position: Q2 2026 in Review

Resurgent Financial Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 68% in Q2 2026, selling an estimated $1.17M and leaving 5,475 shares worth $551K. The position accounts for 0.15% of the portfolio, ranked #147.

Resurgent Financial Advisors first reported a position in SGOV in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.73M in Q1 2026. 1,305 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Resurgent Financial Advisors held 5,475 shares of iShares 0-3 Month Treasury Bond ETF worth $551K as of Q2 2026.
Resurgent Financial Advisors sold 11,672 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.17M.
iShares 0-3 Month Treasury Bond ETF made up 0.15% of Resurgent Financial Advisors's portfolio in Q2 2026, its #147 holding.
Resurgent Financial Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and has held it in 5 quarters since.
Resurgent Financial Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $1.73M in Q1 2026.
1,305 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.