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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Prosperity Planning's SGOV Position: Q2 2026 in Review

Prosperity Planning held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q2 2026 at 0 shares worth $2.85M. The position accounts for 0.65% of the portfolio, ranked #33.

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. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Prosperity Planning held 0 shares of iShares 0-3 Month Treasury Bond ETF worth $2.85M as of Q2 2026.
Prosperity Planning left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.65% of Prosperity Planning's portfolio in Q2 2026, its #33 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.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.