DecisionPoint Financial’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

DecisionPoint Financial’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	$616K	Sell	6,136 -60	-1%	-$6.03K	0.11%	35
2026 Q1	$624K	Sell	6,196 -9,993	-62%	-$1M	0.13%	31
2025 Q4	$1.63M	Hold	16,189	–	–	0.36%	20
2025 Q3	$1.62M	Buy	16,189 +10,153	+168%	+$1.02M	0.38%	20
2025 Q2	$606K	Buy	6,036 +60	+1%	+$6.03K	0.15%	29
2025 Q1	$602K	Hold	5,976	–	–	0.17%	26
2024 Q4	$600K	Buy	5,976 +3,538	+145%	+$355K	0.18%	24
2024 Q3	$246K	Sell	2,438 -2,092	-46%	-$210K	0.08%	36
2024 Q2	$456K	Buy	4,530 +3,170	+233%	+$319K	0.15%	28
2024 Q1	$137K	Buy	+1,360	New	+$137K	0.05%	42

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

DecisionPoint Financial's SGOV Position: Q2 2026 in Review

DecisionPoint Financial reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.97% in Q2 2026, selling an estimated $6.03K and leaving 6,136 shares worth $616K. The position accounts for 0.11% of the portfolio, ranked #35.

DecisionPoint Financial first reported a position in SGOV in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.63M in Q4 2025. 1,306 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

DecisionPoint Financial held 6,136 shares of iShares 0-3 Month Treasury Bond ETF worth $616K as of Q2 2026.
DecisionPoint Financial sold 60 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $6.03K.
iShares 0-3 Month Treasury Bond ETF made up 0.11% of DecisionPoint Financial's portfolio in Q2 2026, its #35 holding.
DecisionPoint Financial first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
DecisionPoint Financial's iShares 0-3 Month Treasury Bond ETF position peaked at $1.63M in Q4 2025.
1,306 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.