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Northeast Planning Associates NH’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Northeast Planning Associates NH’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
2025
Q2 		– Sell
-5,200
Closed -$523K – 49
2025
Q1 		$523K Hold
5,200
– – 0.43% 28
2024
Q4 		$522K Buy
+5,200
New +$522K 0.54% 25

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Northeast Planning Associates NH's SGOV Position: Q2 2025 in Review

Northeast Planning Associates NH sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2025, closing a stake of 5,200 shares — an estimated $523K sold.

Northeast Planning Associates NH first reported a position in SGOV in Q4 2024 and held it in 2 quarters. The position peaked at $523K in Q1 2025. 923 funds tracked by Wall St. Rank hold SGOV as of Q2 2025.

  • Northeast Planning Associates NH reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Northeast Planning Associates NH sold 5,200 iShares 0-3 Month Treasury Bond ETF shares in Q2 2025, an estimated $523K.
  • Northeast Planning Associates NH first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and held it in 2 quarters.
  • Northeast Planning Associates NH's iShares 0-3 Month Treasury Bond ETF position peaked at $523K in Q1 2025.
  • 923 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2025.

Based on Northeast Planning Associates NH's 13F filing for Q2 2025, filed 12 Aug 2025.