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 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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Capital Planning's SGOV Position: Q2 2026 in Review

Capital Planning reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.63% in Q2 2026, selling an estimated $5.33K and leaving 8,413 shares worth $847K. The position accounts for 0.25% of the portfolio, ranked #43.

Capital Planning first reported a position in SGOV in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.59M in Q1 2025. 429 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Capital Planning held 8,413 shares of iShares 0-3 Month Treasury Bond ETF worth $847K as of Q2 2026.
Capital Planning sold 53 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $5.33K.
iShares 0-3 Month Treasury Bond ETF made up 0.25% of Capital Planning's portfolio in Q2 2026, its #43 holding.
Capital Planning first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
Capital Planning's iShares 0-3 Month Treasury Bond ETF position peaked at $4.59M in Q1 2025.
429 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Capital Planning's 13F filing for Q2 2026, filed 22 Jul 2026.