Planned Solutions’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Planned Solutions’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	$4.83M	Buy	47,983 +5,444	+13%	+$547K	1.32%	18
2026 Q2	$4.28M	Sell	42,539 -1,999	-4%	-$201K	1.23%	16
2026 Q1	$4.48M	Buy	44,538 +15,470	+53%	+$1.56M	1.47%	17
2025 Q4	$2.92M	Buy	29,068 +1,517	+6%	+$152K	0.94%	21
2025 Q3	$2.77M	Buy	27,551 +5,880	+27%	+$591K	0.95%	22
2025 Q2	$2.18M	Sell	21,671 -36,787	-63%	-$3.7M	0.83%	23
2025 Q1	$5.88M	Buy	58,458 +10,256	+21%	+$1.03M	2.38%	12
2024 Q4	$4.84M	Buy	48,202 +42,241	+709%	+$4.24M	1.95%	14
2024 Q3	$600K	Buy	+5,961	New	+$599K	0.24%	45

Other funds holding SGOV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return

Prairie Advisory Leawood, Kansas $863M AUM

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Fourpath Capital Management Oklahoma City, Oklahoma $769M AUM 23.15% 1-Year Est. Return

Planned Solutions's SGOV Position: Q3 2026 in Review

Planned Solutions increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 13% in Q3 2026, buying an estimated $547K and bringing the position to 47,983 shares worth $4.83M. The position accounts for 1.32% of the portfolio, ranked #18.

Planned Solutions first reported a position in SGOV in Q3 2024 and has held it in 9 quarters since. The position peaked at $5.88M in Q1 2025. 313 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

Planned Solutions held 47,983 shares of iShares 0-3 Month Treasury Bond ETF worth $4.83M as of Q3 2026.
Planned Solutions bought 5,444 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $547K.
iShares 0-3 Month Treasury Bond ETF made up 1.32% of Planned Solutions's portfolio in Q3 2026, its #18 holding.
Planned Solutions first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and has held it in 9 quarters since.
Planned Solutions's iShares 0-3 Month Treasury Bond ETF position peaked at $5.88M in Q1 2025.
313 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.