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Retirement Capital Strategies’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Retirement Capital Strategies’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 		$1.4M Buy
13,908
+517
+4% +$52K 0.49% 34
2026
Q1 		$1.35M Sell
13,391
-596
-4% -$59.9K 0.51% 35
2025
Q4 		$1.4M Buy
13,987
+596
+4% +$59.9K 0.52% 33
2025
Q3 		$1.35M Buy
13,391
+1,133
+9% +$114K 0.52% 37
2025
Q2 		$1.23M Sell
12,258
-82,348
-87% -$8.28M 0.49% 37
2025
Q1 		$9.52M Sell
94,606
-25,393
-21% -$2.55M 3.72% 7
2024
Q4 		$12M Buy
119,999
+116,130
+3,002% +$11.7M 4.56% 6
2024
Q3 		$390K Sell
3,869
-193,001
-98% -$19.4M 0.15% 51
2024
Q2 		$19.8M Buy
196,870
+194,864
+9,714% +$19.6M 7.95% 3
2024
Q1 		$202K Sell
2,006
-1,333
-40% -$134K 0.08% 68
2023
Q4 		$335K Sell
3,339
-134,492
-98% -$13.5M 0.15% 62
2023
Q3 		$13.9M Buy
137,831
+96,351
+232% +$9.68M 6.5% 4
2023
Q2 		$4.17M Sell
41,480
-230,228
-85% -$23.1M 1.92% 14
2023
Q1 		$27.3M Buy
271,708
+226,137
+496% +$22.7M 13.28% 2
2022
Q4 		$4.56M Buy
45,571
+43,067
+1,720% +$4.31M 2.24% 12
2022
Q3 		$251K Sell
2,504
-34,441
-93% -$3.45M 0.11% 45
2022
Q2 		$3.7M Buy
+36,945
New +$3.7M 1.66% 17
2022
Q1 		– Sell
-2,783
Closed -$278K – 80
2021
Q4 		$278K Buy
+2,783
New +$278K 0.1% 66

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RAM
Robinhood Asset Management Menlo Park, California $1.87B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Retirement Capital Strategies's SGOV Position: Q2 2026 in Review

Retirement Capital Strategies increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 3.9% in Q2 2026, buying an estimated $52K and bringing the position to 13,908 shares worth $1.4M. The position accounts for 0.49% of the portfolio, ranked #34.

Retirement Capital Strategies first reported a position in SGOV in Q4 2021 and has held it in 18 quarters since. The position peaked at $27.3M in Q1 2023. 1,307 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Retirement Capital Strategies held 13,908 shares of iShares 0-3 Month Treasury Bond ETF worth $1.4M as of Q2 2026.
  • Retirement Capital Strategies bought 517 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $52K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.49% of Retirement Capital Strategies's portfolio in Q2 2026, its #34 holding.
  • Retirement Capital Strategies first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Retirement Capital Strategies's iShares 0-3 Month Treasury Bond ETF position peaked at $27.3M in Q1 2023.
  • 1,307 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Retirement Capital Strategies's 13F filing for Q2 2026, filed 14 Aug 2026.