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 Q3	$1.91M	Buy	19,050 +12,914	+210%	+$1.3M	0.33%	20
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

True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return

Prairie Advisory Leawood, Kansas $863M AUM

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

DecisionPoint Financial's SGOV Position: Q3 2026 in Review

DecisionPoint Financial increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 210% in Q3 2026, buying an estimated $1.3M and bringing the position to 19,050 shares worth $1.91M. The position accounts for 0.33% of the portfolio, ranked #20.

DecisionPoint Financial first reported a position in SGOV in Q1 2024 and has held it in 11 quarters since. 570 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

DecisionPoint Financial held 19,050 shares of iShares 0-3 Month Treasury Bond ETF worth $1.91M as of Q3 2026.
DecisionPoint Financial bought 12,914 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $1.3M.
iShares 0-3 Month Treasury Bond ETF made up 0.33% of DecisionPoint Financial's portfolio in Q3 2026, its #20 holding.
DecisionPoint Financial first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and has held it in 11 quarters since.
570 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.