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 Q1	$3.56M	Buy	+35,402	New	+$3.56M	1.83%	9

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

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

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

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

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Next Level Wealth Planning's SGOV Position: Q1 2026 in Review

Next Level Wealth Planning opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2026: 35,402 shares worth $3.56M. The stake represents 1.83% of the portfolio and ranks #9 among its holdings.

1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Next Level Wealth Planning held 35,402 shares of iShares 0-3 Month Treasury Bond ETF worth $3.56M as of Q1 2026.
iShares 0-3 Month Treasury Bond ETF was a new Next Level Wealth Planning position in Q1 2026.
iShares 0-3 Month Treasury Bond ETF made up 1.83% of Next Level Wealth Planning's portfolio in Q1 2026, its #9 holding.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Next Level Wealth Planning's 13F filing for Q1 2026, filed 21 Apr 2026.