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

Sigma Planning Corp’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	$2.04M	Sell	20,276 -6,916	-25%	-$695K	0.05%	343
2026 Q2	$2.74M	Sell	27,192 -42,442	-61%	-$4.27M	0.07%	294
2026 Q1	$7.01M	Buy	69,634 +6,814	+11%	+$685K	0.19%	101
2025 Q4	$6.31M	Buy	62,820 +791	+1%	+$79.5K	0.17%	108
2025 Q3	$6.25M	Sell	62,029 -4,740	-7%	-$477K	0.18%	107
2025 Q2	$6.72M	Buy	66,769 +4,530	+7%	+$455K	0.2%	89
2025 Q1	$6.27M	Sell	62,239 -641	-1%	-$64.4K	0.2%	93
2024 Q4	$6.31M	Sell	62,880 -7,866	-11%	-$790K	0.2%	93
2024 Q3	$7.13M	Buy	70,746 +1,691	+2%	+$170K	0.22%	90
2024 Q2	$6.95M	Buy	69,055 +37,281	+117%	+$3.75M	0.22%	85
2024 Q1	$3.2M	Buy	31,774 +16,301	+105%	+$1.64M	0.1%	207
2023 Q4	$1.55M	Sell	15,473 -25,925	-63%	-$2.6M	0.12%	181
2023 Q3	$4.17M	Buy	41,398 +13,629	+49%	+$1.37M	0.16%	132
2023 Q2	$2.79M	Sell	27,769 -46,816	-63%	-$4.7M	0.1%	222
2023 Q1	$7.5M	Buy	+74,585	New	+$7.48M	0.25%	83

Other funds holding SGOV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Hollow Brook Wealth Management Katonah, New York $575M AUM 19.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

Sigma Planning Corp's SGOV Position: Q3 2026 in Review

Sigma Planning Corp reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 25% in Q3 2026, selling an estimated $695K and leaving 20,276 shares worth $2.04M. The position accounts for 0.05% of the portfolio, ranked #343.

Sigma Planning Corp first reported a position in SGOV in Q1 2023 and has held it in 15 quarters since. The position peaked at $7.5M in Q1 2023. 932 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

Sigma Planning Corp held 20,276 shares of iShares 0-3 Month Treasury Bond ETF worth $2.04M as of Q3 2026.
Sigma Planning Corp sold 6,916 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $695K.
iShares 0-3 Month Treasury Bond ETF made up 0.05% of Sigma Planning Corp's portfolio in Q3 2026, its #343 holding.
Sigma Planning Corp first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 15 quarters since.
Sigma Planning Corp's iShares 0-3 Month Treasury Bond ETF position peaked at $7.5M in Q1 2023.
932 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.