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Ishares 0-3 Month Treasury Bd Etf shares owned by Resurgent Financial Advisors

Quarter-by-quarter ownership of Ishares 0-3 Month Treasury Bd Etf (SGOV) shares owned by Resurgent Financial Advisors from 13F filings

Historical chart of Resurgent Financial Advisors investment in Ishares 0-3 Month Treasury Bd Etf

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All positions including Ishares 0-3 Month Treasury Bd Etf held by Resurgent Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares 0-3 Month Treasury Bd Etf by Resurgent Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $270k 2.7k 100.38
2025-06-30 $579k 5.7k 100.69
2024-09-30 $342k 3.4k 100.72

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Vanguard Specialized Funds Div App Etf (VIG)
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View all positions for Resurgent Financial Advisors

Top funds holding Ishares 0-3 Month Treasury Bd Etf

LPL Financial
Atlantic Trust
HPM Partners
Raymond James Financial
UBS Group
Advisor Group Holdings
GM Advisory
Colony
Wealth Enhancement Advisory Services
Confluence Investment Management
Jpmorgan Chase & Co
NorthRock Partners
Ameriprise Financial
Captrust Financial Advisors
Cetera Investment Advisers

View all funds holding Ishares 0-3 Month Treasury Bd Etf