BFC Planning, Inc.’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

BFC Planning, Inc.’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 Q3	$3.44M	Sell	34,178 -16,412	-32%	-$1.65M	0.13%	153
2026 Q2	$5.09M	Buy	50,590 +46,635	+1,179%	+$4.69M	0.21%	108
2026 Q1	$398K	Sell	3,955 -1,024	-21%	-$103K	0.02%	645
2025 Q4	$500K	Buy	4,979 +4,943	+13,731%	+$497K	0.02%	550
2025 Q3	$3.62K	Hold	36	–	–	﹤0.01%	2302
2025 Q2	$3.62K	Buy	+36	New	+$3.62K	﹤0.01%	2165

Other funds holding SGOV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Robinhood Asset Management Menlo Park, California $2.11B AUM 21.56% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

BFC Planning, Inc.'s SGOV Position: Q3 2026 in Review

BFC Planning, Inc. reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 32% in Q3 2026, selling an estimated $1.65M and leaving 34,178 shares worth $3.44M. The position accounts for 0.13% of the portfolio, ranked #153.

BFC Planning, Inc. first reported a position in SGOV in Q2 2025 and has held it in 6 quarters since. The position peaked at $5.09M in Q2 2026. 1,251 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

BFC Planning, Inc. held 34,178 shares of iShares 0-3 Month Treasury Bond ETF worth $3.44M as of Q3 2026.
BFC Planning, Inc. sold 16,412 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $1.65M.
iShares 0-3 Month Treasury Bond ETF made up 0.13% of BFC Planning, Inc.'s portfolio in Q3 2026, its #153 holding.
BFC Planning, Inc. first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 6 quarters since.
BFC Planning, Inc.'s iShares 0-3 Month Treasury Bond ETF position peaked at $5.09M in Q2 2026.
1,251 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.