Retirement Planning Group (Kansas)’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Retirement Planning Group (Kansas)’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 Q1	$20.3M	Sell	201,228 -10,804	-5%	-$1.09M	0.63%	25
2025 Q4	$21.3M	Buy	212,032 +27,542	+15%	+$2.77M	0.7%	25
2025 Q3	$18.6M	Buy	184,490 +176,170	+2,117%	+$17.7M	0.65%	27
2025 Q2	$838K	Sell	8,320 -2,271	-21%	-$228K	0.04%	166
2025 Q1	$1.07M	Buy	+10,591	New	+$1.06M	0.05%	124
2024 Q3	–	Sell	-13,976	Closed	-$1.41M	–	279
2024 Q2	$1.41M	Hold	13,976	–	–	0.09%	83
2024 Q1	$1.41M	Hold	13,976	–	–	0.11%	78
2023 Q4	$1.4M	Buy	+13,976	New	+$1.4M	0.13%	59

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Retirement Planning Group (Kansas)'s SGOV Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 5.1% in Q1 2026, selling an estimated $1.09M and leaving 201,228 shares worth $20.3M. The position accounts for 0.63% of the portfolio, ranked #25.

Retirement Planning Group (Kansas) first reported a position in SGOV in Q4 2023 and has held it in 8 quarters since. The position peaked at $21.3M in Q4 2025. 1,213 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Retirement Planning Group (Kansas) held 201,228 shares of iShares 0-3 Month Treasury Bond ETF worth $20.3M as of Q1 2026.
Retirement Planning Group (Kansas) sold 10,804 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $1.09M.
iShares 0-3 Month Treasury Bond ETF made up 0.63% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #25 holding.
Retirement Planning Group (Kansas) first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 8 quarters since.
Retirement Planning Group (Kansas)'s iShares 0-3 Month Treasury Bond ETF position peaked at $21.3M in Q4 2025.
1,213 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.