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

Financial Planning Hawaii’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 		$2.4M Sell
23,813
-274
-1% -$27.5K 1.29% 21
2026
Q1 		$2.42M Buy
24,087
+5,209
+28% +$524K 1.43% 20
2025
Q4 		$1.89M Buy
+18,878
New +$1.9M 1.09% 25

Other funds holding SGOV

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CVM
Cheviot Value Management Beverly Hills, California $984M AUM 24.46% 1-Year Est. Return

Financial Planning Hawaii's SGOV Position: Q2 2026 in Review

Financial Planning Hawaii reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 1.1% in Q2 2026, selling an estimated $27.5K and leaving 23,813 shares worth $2.4M. The position accounts for 1.29% of the portfolio, ranked #21.

Financial Planning Hawaii first reported a position in SGOV in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.42M in Q1 2026. 802 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Financial Planning Hawaii held 23,813 shares of iShares 0-3 Month Treasury Bond ETF worth $2.4M as of Q2 2026.
  • Financial Planning Hawaii sold 274 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $27.5K.
  • iShares 0-3 Month Treasury Bond ETF made up 1.29% of Financial Planning Hawaii's portfolio in Q2 2026, its #21 holding.
  • Financial Planning Hawaii first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Financial Planning Hawaii's iShares 0-3 Month Treasury Bond ETF position peaked at $2.42M in Q1 2026.
  • 802 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.