Peak Retirement Planning’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Peak Retirement 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	$65.8M	Sell	653,810 -13,705	-2%	-$1.38M	10.42%	1
2026 Q1	$67.2M	Buy	667,515 +95,235	+17%	+$9.57M	13.4%	1
2025 Q4	$57.4M	Buy	572,280 +47,679	+9%	+$4.79M	13.45%	1
2025 Q3	$52.8M	Buy	524,601 +6,788	+1%	+$683K	14.88%	1
2025 Q2	$52.1M	Buy	517,813 +263,155	+103%	+$26.5M	21.05%	1
2025 Q1	$25.6M	Buy	254,658 +87,686	+53%	+$8.81M	14.22%	1
2024 Q4	$16.8M	Buy	+166,972	New	+$16.8M	11.33%	1

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

Peak Retirement Planning's SGOV Position: Q2 2026 in Review

Peak Retirement Planning reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 2.1% in Q2 2026, selling an estimated $1.38M and leaving 653,810 shares worth $65.8M. The position accounts for 10.42% of the portfolio, ranked #1.

Peak Retirement Planning first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $67.2M in Q1 2026. 1,298 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Peak Retirement Planning held 653,810 shares of iShares 0-3 Month Treasury Bond ETF worth $65.8M as of Q2 2026.
Peak Retirement Planning sold 13,705 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.38M.
iShares 0-3 Month Treasury Bond ETF made up 10.42% of Peak Retirement Planning's portfolio in Q2 2026, its #1 holding.
Peak Retirement Planning first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Peak Retirement Planning's iShares 0-3 Month Treasury Bond ETF position peaked at $67.2M in Q1 2026.
1,298 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.