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 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 $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

DecisionPoint Financial's SGOV Position: Q1 2026 in Review

DecisionPoint Financial reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 62% in Q1 2026, selling an estimated $1M and leaving 6,196 shares worth $624K. The position accounts for 0.13% of the portfolio, ranked #31.

DecisionPoint Financial first reported a position in SGOV in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.63M in Q4 2025. 1,213 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

DecisionPoint Financial held 6,196 shares of iShares 0-3 Month Treasury Bond ETF worth $624K as of Q1 2026.
DecisionPoint Financial sold 9,993 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $1M.
iShares 0-3 Month Treasury Bond ETF made up 0.13% of DecisionPoint Financial's portfolio in Q1 2026, its #31 holding.
DecisionPoint Financial first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
DecisionPoint Financial's iShares 0-3 Month Treasury Bond ETF position peaked at $1.63M in Q4 2025.
1,213 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on DecisionPoint Financial's 13F filing for Q1 2026, filed 6 May 2026.