DRS
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Deane Retirement Strategies’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Deane Retirement Strategies’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 		$173K Sell
1,717
-21,930
-93% -$2.2M 0.07% 40
2026
Q1 		$2.38M Buy
+23,647
New +$2.38M 0.96% 30
2025
Q3 		– Sell
-143,694
Closed -$14.5M – 80
2025
Q2 		$14.5M Buy
143,694
+97,629
+212% +$9.81M 6.48% 2
2025
Q1 		$4.64M Sell
46,065
-49,291
-52% -$4.95M 2.21% 17
2024
Q4 		$9.57M Sell
95,356
-25,761
-21% -$2.59M 4.81% 6
2024
Q3 		$12.2M Sell
121,117
-18,433
-13% -$1.85M 5.95% 4
2024
Q2 		$14M Buy
139,550
+59,077
+73% +$5.94M 7.17% 2
2024
Q1 		$8.1M Buy
+80,473
New +$8.09M 4.12% 5

Other funds holding SGOV

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
VWM
Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
OFW
Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Deane Retirement Strategies's SGOV Position: Q2 2026 in Review

Deane Retirement Strategies reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 93% in Q2 2026, selling an estimated $2.2M and leaving 1,717 shares worth $173K. The position accounts for 0.07% of the portfolio, ranked #40.

Deane Retirement Strategies first reported a position in SGOV in Q1 2024 and has held it in 8 quarters since. The position peaked at $14.5M in Q2 2025. 220 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Deane Retirement Strategies held 1,717 shares of iShares 0-3 Month Treasury Bond ETF worth $173K as of Q2 2026.
  • Deane Retirement Strategies sold 21,930 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $2.2M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.07% of Deane Retirement Strategies's portfolio in Q2 2026, its #40 holding.
  • Deane Retirement Strategies first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and has held it in 8 quarters since.
  • Deane Retirement Strategies's iShares 0-3 Month Treasury Bond ETF position peaked at $14.5M in Q2 2025.
  • 220 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Deane Retirement Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.