Plancorp LLC’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Plancorp LLC’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	$2.49M	Sell	24,792 -23,806	-49%	-$2.39M	0.06%	124
2026 Q1	$4.88M	Buy	48,598 +27,492	+130%	+$2.76M	0.14%	63
2025 Q4	$2.12M	Buy	21,106 +4,354	+26%	+$438K	0.06%	104
2025 Q3	$1.69M	Sell	16,752 -35,707	-68%	-$3.59M	0.05%	117
2025 Q2	$5.28M	Buy	52,459 +28,624	+120%	+$2.88M	0.18%	56
2025 Q1	$2.4M	Buy	+23,835	New	+$2.4M	0.1%	90

Other funds holding SGOV

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Plancorp LLC's SGOV Position: Q2 2026 in Review

Plancorp LLC reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 49% in Q2 2026, selling an estimated $2.39M and leaving 24,792 shares worth $2.49M. The position accounts for 0.06% of the portfolio, ranked #124.

Plancorp LLC first reported a position in SGOV in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.28M in Q2 2025. 385 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Plancorp LLC held 24,792 shares of iShares 0-3 Month Treasury Bond ETF worth $2.49M as of Q2 2026.
Plancorp LLC sold 23,806 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $2.39M.
iShares 0-3 Month Treasury Bond ETF made up 0.06% of Plancorp LLC's portfolio in Q2 2026, its #124 holding.
Plancorp LLC first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
Plancorp LLC's iShares 0-3 Month Treasury Bond ETF position peaked at $5.28M in Q2 2025.
385 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.