SPWM
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Spartan Planning & Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Spartan Planning & Wealth Management’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
2025
Q1 		– Sell
-7,808
Closed -$783K – 81
2024
Q4 		$783K Buy
+7,808
New +$784K 0.72% 31
2023
Q4 		– Sell
-36,752
Closed -$3.7M – 199
2023
Q3 		$3.7M Buy
+36,752
New +$3.69M 4.34% 5
2022
Q4 		$9.88M Buy
98,650
+27,186
+38% +$2.72M 12.31% 2
2022
Q3 		$7.17M Buy
+71,464
New +$7.15M 9.38% 4

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return