B.O.S.S. Retirement Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

B.O.S.S. Retirement 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	$1.1M	Sell	10,921 -2,060	-16%	-$207K	0.3%	59
2026 Q1	$1.31M	Sell	12,981 -702	-5%	-$70.6K	0.4%	55
2025 Q4	$1.37M	Sell	13,683 -7,588	-36%	-$763K	0.43%	52
2025 Q3	$2.14M	Sell	21,271 -9,821	-32%	-$988K	0.51%	46
2025 Q2	$3.13M	Buy	31,092 +5,586	+22%	+$562K	0.79%	31
2025 Q1	$2.57M	Buy	25,506 +3,154	+14%	+$317K	0.74%	30
2024 Q4	$2.24M	Buy	22,352 +16,524	+284%	+$1.66M	0.63%	38
2024 Q3	$587K	Buy	5,828 +3,582	+159%	+$360K	0.12%	140
2024 Q2	$226K	Buy	+2,246	New	+$226K	0.06%	160
2024 Q1	–	Sell	-14,427	Closed	-$1.45M	–	210
2023 Q4	$1.45M	Sell	14,427 -22,973	-61%	-$2.31M	0.28%	126
2023 Q3	$3.77M	Sell	37,400 -36,350	-49%	-$3.65M	0.81%	24
2023 Q2	$7.42M	Buy	+73,750	New	+$7.41M	1.58%	8

Other funds holding SGOV

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

B.O.S.S. Retirement Advisors's SGOV Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 16% in Q2 2026, selling an estimated $207K and leaving 10,921 shares worth $1.1M. The position accounts for 0.3% of the portfolio, ranked #59.

B.O.S.S. Retirement Advisors first reported a position in SGOV in Q2 2023 and has held it in 12 quarters since. The position peaked at $7.42M in Q2 2023. 429 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

B.O.S.S. Retirement Advisors held 10,921 shares of iShares 0-3 Month Treasury Bond ETF worth $1.1M as of Q2 2026.
B.O.S.S. Retirement Advisors sold 2,060 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $207K.
iShares 0-3 Month Treasury Bond ETF made up 0.3% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #59 holding.
B.O.S.S. Retirement Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and has held it in 12 quarters since.
B.O.S.S. Retirement Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $7.42M in Q2 2023.
429 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.