Harbor Asset Planning’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Harbor Asset 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 Q1	$2.2M	Buy	21,843 +70	+0.3%	+$7.04K	1.85%	14
2025 Q4	$2.19M	Sell	21,773 -143	-0.7%	-$14.4K	1.87%	14
2025 Q3	$2.21M	Sell	21,916 -970	-4%	-$97.5K	1.98%	14
2025 Q2	$2.3M	Buy	+22,886	New	+$2.3M	2.2%	12

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Harbor Asset Planning's SGOV Position: Q1 2026 in Review

Harbor Asset Planning increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.32% in Q1 2026, buying an estimated $7.04K and bringing the position to 21,843 shares worth $2.2M. The position accounts for 1.85% of the portfolio, ranked #14.

Harbor Asset Planning first reported a position in SGOV in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.3M in Q2 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Harbor Asset Planning held 21,843 shares of iShares 0-3 Month Treasury Bond ETF worth $2.2M as of Q1 2026.
Harbor Asset Planning bought 70 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $7.04K.
iShares 0-3 Month Treasury Bond ETF made up 1.85% of Harbor Asset Planning's portfolio in Q1 2026, its #14 holding.
Harbor Asset Planning first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 4 quarters since.
Harbor Asset Planning's iShares 0-3 Month Treasury Bond ETF position peaked at $2.3M in Q2 2025.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Harbor Asset Planning's 13F filing for Q1 2026, filed 22 Apr 2026.