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

Keener Financial 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
2025 Q4	–	Sell	-3	Closed	–	–	178
2025 Q3	$0	Sell	3 -115	-97%	-$11.6K	﹤0.01%	226
2025 Q2	$11K	Buy	+118	New	+$11.9K	0.01%	155

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

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

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

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

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Keener Financial Planning's SGOV Position: Q4 2025 in Review

Keener Financial Planning sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q4 2025, closing a stake of 3 shares.

Keener Financial Planning first reported a position in SGOV in Q2 2025 and held it in 2 quarters. The position peaked at $11K in Q2 2025. 1,098 funds tracked by Wall St. Rank hold SGOV as of Q4 2025.

Keener Financial Planning reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Keener Financial Planning sold 3 iShares 0-3 Month Treasury Bond ETF shares in Q4 2025.
Keener Financial Planning first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and held it in 2 quarters.
Keener Financial Planning's iShares 0-3 Month Treasury Bond ETF position peaked at $11K in Q2 2025.
1,098 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.