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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
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 $1.37T 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 $8.4B AUM 51.89% 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

Retirement Capital Strategies's SGOV Position: Q1 2026 in Review

Retirement Capital Strategies reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 4.3% in Q1 2026, selling an estimated $59.9K and leaving 13,391 shares worth $1.35M. The position accounts for 0.51% of the portfolio, ranked #35.

Retirement Capital Strategies first reported a position in SGOV in Q4 2021 and has held it in 17 quarters since. The position peaked at $27.3M in Q1 2023. 1,213 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Retirement Capital Strategies held 13,391 shares of iShares 0-3 Month Treasury Bond ETF worth $1.35M as of Q1 2026.
  • Retirement Capital Strategies sold 596 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $59.9K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.51% of Retirement Capital Strategies's portfolio in Q1 2026, its #35 holding.
  • Retirement Capital Strategies first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • Retirement Capital Strategies's iShares 0-3 Month Treasury Bond ETF position peaked at $27.3M in Q1 2023.
  • 1,213 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Retirement Capital Strategies's 13F filing for Q1 2026, filed 15 May 2026.