Retirement Investment Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Retirement Investment Advisors’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	$331K	Sell	3,297 -156	-5%	-$15.7K	0.02%	48
2026 Q1	$347K	Hold	3,453	–	–	0.03%	46
2025 Q4	$347K	Hold	3,453	–	–	0.03%	46
2025 Q3	$348K	Sell	3,453 -39	-1%	-$3.92K	0.03%	44
2025 Q2	$352K	Sell	3,492 -48	-1%	-$4.83K	0.03%	43
2025 Q1	$356K	Sell	3,540 -61	-2%	-$6.13K	0.04%	41
2024 Q4	$361K	Hold	3,601	–	–	0.04%	41
2024 Q3	$363K	Hold	3,601	–	–	0.04%	40
2024 Q2	$363K	Buy	+3,601	New	+$362K	0.04%	39
2023 Q4	$361K	Buy	+3,601	New	+$362K	0.05%	41
2023 Q2	–	Sell	-3,641	Closed	-$366K	–	75
2023 Q1	$366K	Buy	+3,641	New	+$365K	0.07%	44

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Retirement Investment Advisors's SGOV Position: Q2 2026 in Review

Retirement Investment Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 4.5% in Q2 2026, selling an estimated $15.7K and leaving 3,297 shares worth $331K. The position accounts for 0.02% of the portfolio, ranked #48.

Retirement Investment Advisors first reported a position in SGOV in Q1 2023 and has held it in 11 quarters since. The position peaked at $366K in Q1 2023. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Retirement Investment Advisors held 3,297 shares of iShares 0-3 Month Treasury Bond ETF worth $331K as of Q2 2026.
Retirement Investment Advisors sold 156 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $15.7K.
iShares 0-3 Month Treasury Bond ETF made up 0.02% of Retirement Investment Advisors's portfolio in Q2 2026, its #48 holding.
Retirement Investment Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 11 quarters since.
Retirement Investment Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $366K in Q1 2023.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Retirement Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.