RPS Advisory Solutions
SGOV icon

RPS Advisory Solutions’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

RPS Advisory Solutions’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
Q3 		$29M Sell
288,430
-21,170
-7% -$2.13M 19.02% 2
2026
Q2 		$31.2M Sell
309,600
-202,105
-39% -$20.3M 20.6% 2
2026
Q1 		$51.5M Buy
511,705
+276,741
+118% +$27.8M 29.21% 1
2025
Q4 		$23.6M Buy
234,964
+86,599
+58% +$8.7M 11.13% 2
2025
Q3 		$14.9M Sell
148,365
-46,274
-24% -$4.65M 7.33% 2
2025
Q2 		$19.6M Sell
194,639
-275,346
-59% -$27.7M 10.75% 2
2025
Q1 		$47.3M Buy
469,985
+462,616
+6,278% +$46.5M 33.5% 1
2024
Q4 		$739K Buy
+7,369
New +$740K 0.46% 44

Other funds holding SGOV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
True North Advisors
True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Hollow Brook Wealth Management
Hollow Brook Wealth Management Katonah, New York $575M AUM 19.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

RPS Advisory Solutions's SGOV Position: Q3 2026 in Review

RPS Advisory Solutions reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 6.8% in Q3 2026, selling an estimated $2.13M and leaving 288,430 shares worth $29M. The position accounts for 19.02% of the portfolio, ranked #2.

RPS Advisory Solutions first reported a position in SGOV in Q4 2024 and has held it in 8 quarters since. The position peaked at $51.5M in Q1 2026. 987 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

  • RPS Advisory Solutions held 288,430 shares of iShares 0-3 Month Treasury Bond ETF worth $29M as of Q3 2026.
  • RPS Advisory Solutions sold 21,170 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $2.13M.
  • iShares 0-3 Month Treasury Bond ETF made up 19.02% of RPS Advisory Solutions's portfolio in Q3 2026, its #2 holding.
  • RPS Advisory Solutions first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • RPS Advisory Solutions's iShares 0-3 Month Treasury Bond ETF position peaked at $51.5M in Q1 2026.
  • 987 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on RPS Advisory Solutions's 13F filing for Q3 2026, filed 9 Nov 2026.