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Avantax Planning Partners’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Avantax Planning Partners’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
2025
Q2 		– Sell
-2,749
Closed -$277K – 460
2025
Q1 		$277K Buy
+2,749
New +$276K 0.01% 349
2024
Q3 		– Sell
-2,096
Closed -$211K – 479
2024
Q2 		$211K Sell
2,096
-50
-2% -$5.03K 0.01% 438
2024
Q1 		$216K Buy
+2,146
New +$216K 0.01% 431

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Avantax Planning Partners's SGOV Position: Q2 2025 in Review

Avantax Planning Partners sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2025, closing a stake of 2,749 shares — an estimated $277K sold.

Avantax Planning Partners first reported a position in SGOV in Q1 2024 and held it in 3 quarters. The position peaked at $277K in Q1 2025. 925 funds tracked by Wall St. Rank hold SGOV as of Q2 2025.

  • Avantax Planning Partners reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Avantax Planning Partners sold 2,749 iShares 0-3 Month Treasury Bond ETF shares in Q2 2025, an estimated $277K.
  • Avantax Planning Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and held it in 3 quarters.
  • Avantax Planning Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $277K in Q1 2025.
  • 925 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2025.

Based on Avantax Planning Partners's 13F filing for Q2 2025, filed 11 Aug 2025.