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 Q2	$15M	Sell	148,878 -52,350	-26%	-$5.26M	0.38%	34
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 $1.55T 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

Retirement Planning Group (Kansas)'s SGOV Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 26% in Q2 2026, selling an estimated $5.26M and leaving 148,878 shares worth $15M. The position accounts for 0.38% of the portfolio, ranked #34.

Retirement Planning Group (Kansas) first reported a position in SGOV in Q4 2023 and has held it in 9 quarters since. The position peaked at $21.3M in Q4 2025. 1,309 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Retirement Planning Group (Kansas) held 148,878 shares of iShares 0-3 Month Treasury Bond ETF worth $15M as of Q2 2026.
Retirement Planning Group (Kansas) sold 52,350 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $5.26M.
iShares 0-3 Month Treasury Bond ETF made up 0.38% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #34 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 9 quarters since.
Retirement Planning Group (Kansas)'s iShares 0-3 Month Treasury Bond ETF position peaked at $21.3M in Q4 2025.
1,309 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.