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Retireful LLC’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Retireful LLC’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 		– Sell
-3,588
Closed -$360K – 115
2025
Q4 		$360K Sell
3,588
-9,056
-72% -$910K 0.45% 67
2025
Q3 		$1.27M Sell
12,644
-1,904
-13% -$191K 1.23% 27
2025
Q2 		$1.46M Sell
14,548
-1,980
-12% -$199K 1.01% 21
2025
Q1 		$1.66M Sell
16,528
-25,313
-60% -$2.54M 1.57% 16
2024
Q4 		$4.2M Buy
41,841
+13,317
+47% +$1.34M 2.36% 5
2024
Q3 		$2.87M Sell
28,524
-4,320
-13% -$434K 2.13% 14
2024
Q2 		$3.31M Sell
32,844
-984
-3% -$98.9K 1.56% 14
2024
Q1 		$3.41M Sell
33,828
-3,608
-10% -$363K 1.42% 18
2023
Q4 		$3.75M Sell
37,436
-44,912
-55% -$4.51M 1.63% 16
2023
Q3 		$8.29M Sell
82,348
-59,653
-42% -$5.99M 3.95% 3
2023
Q2 		$14.3M Buy
+142,001
New +$14.3M 5.41% 4

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Retireful LLC's SGOV Position: Q1 2026 in Review

Retireful LLC sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2026, closing a stake of 3,588 shares — an estimated $360K sold.

Retireful LLC first reported a position in SGOV in Q2 2023 and held it in 11 quarters. The position peaked at $14.3M in Q2 2023. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Retireful LLC reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Retireful LLC sold 3,588 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $360K.
  • Retireful LLC first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and held it in 11 quarters.
  • Retireful LLC's iShares 0-3 Month Treasury Bond ETF position peaked at $14.3M in Q2 2023.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Retireful LLC's 13F filing for Q1 2026, filed 15 Apr 2026.