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

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

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

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

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

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Spartan Planning & Wealth Management's SGOV Position: Q1 2025 in Review

Spartan Planning & Wealth Management sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2025, closing a stake of 7,808 shares — an estimated $783K sold.

Spartan Planning & Wealth Management first reported a position in SGOV in Q3 2022 and held it in 4 quarters. The position peaked at $9.88M in Q4 2022. 866 funds tracked by Wall St. Rank hold SGOV as of Q1 2025.

Spartan Planning & Wealth Management reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Spartan Planning & Wealth Management sold 7,808 iShares 0-3 Month Treasury Bond ETF shares in Q1 2025, an estimated $783K.
Spartan Planning & Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and held it in 4 quarters.
Spartan Planning & Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $9.88M in Q4 2022.
866 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2025.

Based on Spartan Planning & Wealth Management's 13F filing for Q1 2025, filed 8 Apr 2025.