DecisionMap Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

DecisionMap Wealth Management’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	$278K	Sell	2,762 -812	-23%	-$81.6K	0.16%	120
2026 Q1	$360K	Hold	3,574	–	–	0.23%	91
2025 Q4	$359K	Buy	+3,574	New	+$359K	0.22%	87

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

DecisionMap Wealth Management's SGOV Position: Q2 2026 in Review

DecisionMap Wealth Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 23% in Q2 2026, selling an estimated $81.6K and leaving 2,762 shares worth $278K. The position accounts for 0.16% of the portfolio, ranked #120.

DecisionMap Wealth Management first reported a position in SGOV in Q4 2025 and has held it in 3 quarters since. The position peaked at $360K in Q1 2026. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

DecisionMap Wealth Management held 2,762 shares of iShares 0-3 Month Treasury Bond ETF worth $278K as of Q2 2026.
DecisionMap Wealth Management sold 812 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $81.6K.
iShares 0-3 Month Treasury Bond ETF made up 0.16% of DecisionMap Wealth Management's portfolio in Q2 2026, its #120 holding.
DecisionMap Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
DecisionMap Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $360K in Q1 2026.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on DecisionMap Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.