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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
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

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
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
VWM
Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
OFW
Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Planned Solutions's SGOV Position: Q2 2026 in Review

Planned Solutions reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 4.5% in Q2 2026, selling an estimated $201K and leaving 42,539 shares worth $4.28M. The position accounts for 1.23% of the portfolio, ranked #16.

Planned Solutions first reported a position in SGOV in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.88M in Q1 2025. 237 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Planned Solutions held 42,539 shares of iShares 0-3 Month Treasury Bond ETF worth $4.28M as of Q2 2026.
  • Planned Solutions sold 1,999 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $201K.
  • iShares 0-3 Month Treasury Bond ETF made up 1.23% of Planned Solutions's portfolio in Q2 2026, its #16 holding.
  • Planned Solutions first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Planned Solutions's iShares 0-3 Month Treasury Bond ETF position peaked at $5.88M in Q1 2025.
  • 237 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.