Plan Group Financial
SGOV icon

Plan Group Financial’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Plan Group Financial’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 		$20.4M Buy
202,601
+88,864
+78% +$8.94M 4% 1
2026
Q2 		$11.4M Buy
113,737
+66,406
+140% +$6.68M 2.36% 7
2026
Q1 		$4.76M Buy
+47,331
New +$4.76M 1.12% 28

Other funds holding SGOV

True North Advisors
True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Peavine Capital
Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return
Selective Wealth Management
Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return
PA
Prairie Advisory Leawood, Kansas $863M AUM
Fiduciary Financial Group
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Plan Group Financial's SGOV Position: Q3 2026 in Review

Plan Group Financial increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 78% in Q3 2026, buying an estimated $8.94M and bringing the position to 202,601 shares worth $20.4M. The position accounts for 4% of the portfolio, ranked #1.

Plan Group Financial first reported a position in SGOV in Q1 2026 and has held it in 3 quarters since. 501 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

  • Plan Group Financial held 202,601 shares of iShares 0-3 Month Treasury Bond ETF worth $20.4M as of Q3 2026.
  • Plan Group Financial bought 88,864 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $8.94M.
  • iShares 0-3 Month Treasury Bond ETF made up 4% of Plan Group Financial's portfolio in Q3 2026, its #1 holding.
  • Plan Group Financial first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • 501 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.