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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 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. 528 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.
528 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.