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 Q3	$805K	Buy	7,995 +66	+0.8%	+$6.64K	0.2%	42
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Hollow Brook Wealth Management Katonah, New York $575M AUM 19.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Meredith Wealth Planning's SGOV Position: Q3 2026 in Review

Meredith Wealth Planning increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 0.83% in Q3 2026, buying an estimated $6.64K and bringing the position to 7,995 shares worth $805K. The position accounts for 0.2% of the portfolio, ranked #42.

Meredith Wealth Planning first reported a position in SGOV in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.94M in Q1 2025. 993 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

Meredith Wealth Planning held 7,995 shares of iShares 0-3 Month Treasury Bond ETF worth $805K as of Q3 2026.
Meredith Wealth Planning bought 66 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $6.64K.
iShares 0-3 Month Treasury Bond ETF made up 0.2% of Meredith Wealth Planning's portfolio in Q3 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 7 quarters since.
Meredith Wealth Planning's iShares 0-3 Month Treasury Bond ETF position peaked at $1.94M in Q1 2025.
993 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Meredith Wealth Planning's 13F filing for Q3 2026, filed 14 Oct 2026.