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Cassady Wealth & Retirement Planning’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Cassady Wealth & Retirement 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 		$14.2M Buy
141,516
+2,384
+2% +$240K 6.63% 1
2026
Q1 		$14M Buy
139,132
+54,678
+65% +$5.5M 7.25% 1
2025
Q4 		$8.48M Buy
+84,454
New +$8.49M 5.53% 1

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RAM
Robinhood Asset Management Menlo Park, California $1.87B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cassady Wealth & Retirement Planning's SGOV Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 1.7% in Q2 2026, buying an estimated $240K and bringing the position to 141,516 shares worth $14.2M. The position accounts for 6.63% of the portfolio, ranked #1.

Cassady Wealth & Retirement Planning first reported a position in SGOV in Q4 2025 and has held it in 3 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 141,516 shares of iShares 0-3 Month Treasury Bond ETF worth $14.2M as of Q2 2026.
  • Cassady Wealth & Retirement Planning bought 2,384 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $240K.
  • iShares 0-3 Month Treasury Bond ETF made up 6.63% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #1 holding.
  • Cassady Wealth & Retirement Planning first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.