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

Capital Planning’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	$968K	Buy	9,611 +1,198	+14%	+$120K	0.26%	41
2026 Q2	$847K	Sell	8,413 -53	-0.6%	-$5.33K	0.25%	43
2026 Q1	$852K	Sell	8,466 -13,887	-62%	-$1.4M	0.28%	39
2025 Q4	$2.24M	Sell	22,353 -2,321	-9%	-$233K	0.63%	33
2025 Q3	$2.48M	Sell	24,674 -6,243	-20%	-$628K	0.72%	31
2025 Q2	$3.11M	Sell	30,917 -14,671	-32%	-$1.47M	0.98%	29
2025 Q1	$4.59M	Buy	45,588 +27,449	+151%	+$2.76M	1.28%	23
2024 Q4	$1.82M	Buy	18,139 +16,149	+812%	+$1.62M	0.48%	38
2024 Q3	$200K	Buy	+1,990	New	+$200K	0.06%	87

Other funds holding SGOV

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

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

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Hollow Brook Wealth Management Katonah, New York $575M AUM 19.16% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return

Prairie Advisory Leawood, Kansas $863M AUM

Capital Planning's SGOV Position: Q3 2026 in Review

Capital Planning increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 14% in Q3 2026, buying an estimated $120K and bringing the position to 9,611 shares worth $968K. The position accounts for 0.26% of the portfolio, ranked #41.

Capital Planning first reported a position in SGOV in Q3 2024 and has held it in 9 quarters since. The position peaked at $4.59M in Q1 2025. 608 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

Capital Planning held 9,611 shares of iShares 0-3 Month Treasury Bond ETF worth $968K as of Q3 2026.
Capital Planning bought 1,198 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $120K.
iShares 0-3 Month Treasury Bond ETF made up 0.26% of Capital Planning's portfolio in Q3 2026, its #41 holding.
Capital Planning first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and has held it in 9 quarters since.
Capital Planning's iShares 0-3 Month Treasury Bond ETF position peaked at $4.59M in Q1 2025.
608 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Capital Planning's 13F filing for Q3 2026, filed 9 Oct 2026.