Leicht Financial Planning & Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Leicht Financial Planning & Wealth Management’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	$3.52M	Sell	34,973 -8,980	-20%	-$903K	1.44%	12
2026 Q1	$4.42M	Buy	43,953 +2,336	+6%	+$235K	2.01%	10
2025 Q4	$4.18M	Buy	41,617 +10,048	+32%	+$1.01M	1.87%	10
2025 Q3	$3.18M	Buy	31,569 +6,658	+27%	+$669K	1.43%	13
2025 Q2	$2.51M	Buy	24,911 +9,143	+58%	+$919K	1.19%	13
2025 Q1	$1.59M	Buy	+15,768	New	+$1.58M	0.83%	16

Other funds holding SGOV

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's SGOV Position: Q2 2026 in Review

Leicht Financial Planning & Wealth Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 20% in Q2 2026, selling an estimated $903K and leaving 34,973 shares worth $3.52M. The position accounts for 1.44% of the portfolio, ranked #12.

Leicht Financial Planning & Wealth Management first reported a position in SGOV in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.42M in Q1 2026. 429 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Leicht Financial Planning & Wealth Management held 34,973 shares of iShares 0-3 Month Treasury Bond ETF worth $3.52M as of Q2 2026.
Leicht Financial Planning & Wealth Management sold 8,980 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $903K.
iShares 0-3 Month Treasury Bond ETF made up 1.44% of Leicht Financial Planning & Wealth Management's portfolio in Q2 2026, its #12 holding.
Leicht Financial Planning & Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
Leicht Financial Planning & Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $4.42M in Q1 2026.
429 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.