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

Next Level 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	$3.25M	Sell	32,323 -3,079	-9%	-$310K	1.43%	10
2026 Q1	$3.56M	Buy	+35,402	New	+$3.56M	1.83%	9

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Next Level Wealth Planning's SGOV Position: Q2 2026 in Review

Next Level Wealth Planning reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 8.7% in Q2 2026, selling an estimated $310K and leaving 32,323 shares worth $3.25M. The position accounts for 1.43% of the portfolio, ranked #10.

Next Level Wealth Planning first reported a position in SGOV in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.56M in Q1 2026. 1,305 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Next Level Wealth Planning held 32,323 shares of iShares 0-3 Month Treasury Bond ETF worth $3.25M as of Q2 2026.
Next Level Wealth Planning sold 3,079 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $310K.
iShares 0-3 Month Treasury Bond ETF made up 1.43% of Next Level Wealth Planning's portfolio in Q2 2026, its #10 holding.
Next Level Wealth Planning first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
Next Level Wealth Planning's iShares 0-3 Month Treasury Bond ETF position peaked at $3.56M in Q1 2026.
1,305 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Next Level Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.