CFFP
SGOV icon

Center for Financial Planning’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Center for Financial 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
2023
Q2 		– Sell
-4,996
Closed -$502K – 584
2023
Q1 		$502K Hold
4,996
– – 0.12% 79
2022
Q4 		$500K Sell
4,996
-4,996
-50% -$501K 0.12% 77
2022
Q3 		$1M Hold
9,992
– – 0.27% 43
2022
Q2 		$1M Buy
+9,992
New +$1,000K 0.25% 45

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Center for Financial Planning's SGOV Position: Q2 2023 in Review

Center for Financial Planning sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2023, closing a stake of 4,996 shares — an estimated $502K sold.

Center for Financial Planning first reported a position in SGOV in Q2 2022 and held it in 4 quarters. The position peaked at $1M in Q3 2022. 405 funds tracked by Wall St. Rank hold SGOV as of Q2 2023.

  • Center for Financial Planning reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Center for Financial Planning sold 4,996 iShares 0-3 Month Treasury Bond ETF shares in Q2 2023, an estimated $502K.
  • Center for Financial Planning first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and held it in 4 quarters.
  • Center for Financial Planning's iShares 0-3 Month Treasury Bond ETF position peaked at $1M in Q3 2022.
  • 405 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2023.

Based on Center for Financial Planning's 13F filing for Q2 2023, filed 9 Aug 2023.