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

Falcon Wealth 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	–	Sell	-11,963	Closed	-$1.2M	–	263
2026 Q1	$1.2M	Buy	11,963 +9,965	+499%	+$1M	0.08%	77
2025 Q4	$201K	Buy	1,998 +10	+0.5%	+$1K	0.02%	211
2025 Q3	$200K	Hold	1,988	–	–	0.02%	188
2025 Q2	$200K	Buy	+1,988	New	+$200K	0.02%	174

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Falcon Wealth Planning's SGOV Position: Q2 2026 in Review

Falcon Wealth Planning sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026, closing a stake of 11,963 shares — an estimated $1.2M sold.

Falcon Wealth Planning first reported a position in SGOV in Q2 2025 and held it in 4 quarters. The position peaked at $1.2M in Q1 2026. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Falcon Wealth Planning reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Falcon Wealth Planning sold 11,963 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.2M.
Falcon Wealth Planning first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and held it in 4 quarters.
Falcon Wealth Planning's iShares 0-3 Month Treasury Bond ETF position peaked at $1.2M in Q1 2026.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.