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

Meredith Wealth 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	$798K	Buy	7,929 +69	+0.9%	+$6.94K	0.19%	42
2026 Q1	$791K	Buy	7,860 +45	+0.6%	+$4.52K	0.21%	39
2025 Q4	$784K	Sell	7,815 -7,038	-47%	-$707K	0.23%	38
2025 Q3	$1.5M	Sell	14,853 -168	-1%	-$16.9K	0.47%	24
2025 Q2	$1.51M	Sell	15,021 -4,299	-22%	-$432K	0.55%	22
2025 Q1	$1.94M	Buy	+19,320	New	+$1.94M	0.86%	21

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SWM

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

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

JFA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFIM

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

Meredith Wealth Planning's SGOV Position: Q2 2026 in Review

Meredith Wealth Planning increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.88% in Q2 2026, buying an estimated $6.94K and bringing the position to 7,929 shares worth $798K. The position accounts for 0.19% of the portfolio, ranked #42.

Meredith Wealth Planning first reported a position in SGOV in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.94M in Q1 2025. 628 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Meredith Wealth Planning held 7,929 shares of iShares 0-3 Month Treasury Bond ETF worth $798K as of Q2 2026.
Meredith Wealth Planning bought 69 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $6.94K.
iShares 0-3 Month Treasury Bond ETF made up 0.19% of Meredith Wealth Planning's portfolio in Q2 2026, its #42 holding.
Meredith Wealth Planning first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
Meredith Wealth Planning's iShares 0-3 Month Treasury Bond ETF position peaked at $1.94M in Q1 2025.
628 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Meredith Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.