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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Plan Group Financial's SGOV Position: Q2 2026 in Review

Plan Group Financial increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 140% in Q2 2026, buying an estimated $6.68M and bringing the position to 113,737 shares worth $11.4M. The position accounts for 2.36% of the portfolio, ranked #7.

Plan Group Financial first reported a position in SGOV in Q1 2026 and has held it in 2 quarters since. 1,305 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Plan Group Financial held 113,737 shares of iShares 0-3 Month Treasury Bond ETF worth $11.4M as of Q2 2026.
  • Plan Group Financial bought 66,406 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $6.68M.
  • iShares 0-3 Month Treasury Bond ETF made up 2.36% of Plan Group Financial's portfolio in Q2 2026, its #7 holding.
  • Plan Group Financial first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,305 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.