DRP
SGOV icon

Decker Retirement Planning’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Decker Retirement Planning’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 		$76.5M Buy
759,734
+376,193
+98% +$37.8M 26.04% 1
2026
Q1 		$38.6M Buy
383,541
+102,733
+37% +$10.3M 17.49% 1
2025
Q4 		$28.2M Buy
280,808
+87,763
+45% +$8.82M 14.01% 1
2025
Q3 		$19.4M Sell
193,045
-126,755
-40% -$12.7M 10.69% 1
2025
Q2 		$32.2M Sell
319,800
-486,765
-60% -$48.9M 18.65% 1
2025
Q1 		$81.2M Buy
+806,565
New +$81.1M 50.57% 1

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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

Decker Retirement Planning's SGOV Position: Q2 2026 in Review

Decker Retirement Planning increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 98% in Q2 2026, buying an estimated $37.8M and bringing the position to 759,734 shares worth $76.5M. The position accounts for 26.04% of the portfolio, ranked #1.

Decker Retirement Planning first reported a position in SGOV in Q1 2025 and has held it in 6 quarters since. The position peaked at $81.2M in Q1 2025. 526 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Decker Retirement Planning held 759,734 shares of iShares 0-3 Month Treasury Bond ETF worth $76.5M as of Q2 2026.
  • Decker Retirement Planning bought 376,193 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $37.8M.
  • iShares 0-3 Month Treasury Bond ETF made up 26.04% of Decker Retirement Planning's portfolio in Q2 2026, its #1 holding.
  • Decker Retirement Planning first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Decker Retirement Planning's iShares 0-3 Month Treasury Bond ETF position peaked at $81.2M in Q1 2025.
  • 526 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.