Prosperity Planning’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Prosperity Planning’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	–	Hold	0	–	–	–	37
2026 Q2	–	Hold	0	–	–	–	33
2026 Q1	–	Hold	0	–	–	–	31
2025 Q4	–	Hold	0	–	–	–	33
2025 Q3	–	Hold	0	–	–	–	37
2025 Q2	–	Hold	0	–	–	–	50
2025 Q1	–	Hold	0	–	–	–	46
2024 Q4	–	Hold	0	–	–	–	43
2024 Q3	–	Sell	-10,617	Closed	-$1.07M	–	45
2024 Q2	$1.07M	Buy	+10,617	New	+$1.07M	0.37%	47
2024 Q1	–	Hold	0	–	–	–	63
2023 Q4	–	Hold	0	–	–	–	42
2023 Q3	–	Hold	0	–	–	–	37
2023 Q2	–	Hold	0	–	–	–	29
2023 Q1	–	Hold	0	–	–	–	27

Other funds holding SGOV

CIM

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

FFA

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

TAM

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

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

SCI

Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

DWMS

Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 16.39% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Prosperity Planning's SGOV Position: Q3 2026 in Review

Prosperity Planning held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q3 2026 at 0 shares worth $2.63M. The position accounts for 0.58% of the portfolio, ranked #37.

Prosperity Planning first reported a position in SGOV in Q2 2024 and has held it in 1 quarter since. The position peaked at $1.07M in Q2 2024. 70 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

Prosperity Planning held 0 shares of iShares 0-3 Month Treasury Bond ETF worth $2.63M as of Q3 2026.
Prosperity Planning left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q3 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.58% of Prosperity Planning's portfolio in Q3 2026, its #37 holding.
Prosperity Planning first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 1 quarter since.
Prosperity Planning's iShares 0-3 Month Treasury Bond ETF position peaked at $1.07M in Q2 2024.
70 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Prosperity Planning's 13F filing for Q3 2026, filed 9 Oct 2026.