HP
SGOV icon

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

Holistic 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 		$2.14M Buy
+21,214
New +$2.13M 0.33% 68
2024
Q1 		– Sell
-2,135
Closed -$214K – 123
2023
Q4 		$214K Buy
+2,135
New +$214K 0.18% 113

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Holistic Planning's SGOV Position: Q2 2026 in Review

Holistic Planning opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 21,214 shares worth $2.14M. The stake represents 0.33% of the portfolio and ranks #68 among its holdings. This is a return to the name: Holistic Planning previously reported a position in SGOV as recently as Q4 2023.

Holistic Planning first reported a position in SGOV in Q4 2023 and has held it in 2 quarters since. 1,303 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Holistic Planning held 21,214 shares of iShares 0-3 Month Treasury Bond ETF worth $2.14M as of Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF was a new Holistic Planning position in Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF made up 0.33% of Holistic Planning's portfolio in Q2 2026, its #68 holding.
  • Holistic Planning first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 2 quarters since.
  • 1,303 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.