Superior Planning, LLC’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Superior Planning, 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 Q3	$133K	Buy	+1,325	New	+$133K	0.06%	203

Other funds holding SGOV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Superior Planning, LLC's SGOV Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2026: 1,325 shares worth $133K. The stake represents 0.06% of the portfolio and ranks #203 among its holdings.

1,098 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

Superior Planning, LLC held 1,325 shares of iShares 0-3 Month Treasury Bond ETF worth $133K as of Q3 2026.
iShares 0-3 Month Treasury Bond ETF was a new Superior Planning, LLC position in Q3 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.06% of Superior Planning, LLC's portfolio in Q3 2026, its #203 holding.
1,098 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.