SPAS
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Spectrum Planning & Advisory Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Spectrum Planning & Advisory Services’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 		$12.9M Buy
127,682
+5,203
+4% +$523K 5.75% 3
2026
Q1 		$12.3M Sell
122,479
-8,005
-6% -$805K 6.1% 2
2025
Q4 		$13.1M Buy
130,484
+6,964
+6% +$700K 6.74% 2
2025
Q3 		$12.4M Buy
123,520
+19,850
+19% +$2M 7.02% 1
2025
Q2 		$10.4M Buy
+103,670
New +$10.4M 6.75% 1

Other funds holding SGOV

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
VWM
Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
OFW
Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Spectrum Planning & Advisory Services's SGOV Position: Q2 2026 in Review

Spectrum Planning & Advisory Services increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 4.2% in Q2 2026, buying an estimated $523K and bringing the position to 127,682 shares worth $12.9M. The position accounts for 5.75% of the portfolio, ranked #3.

Spectrum Planning & Advisory Services first reported a position in SGOV in Q2 2025 and has held it in 5 quarters since. The position peaked at $13.1M in Q4 2025. 237 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Spectrum Planning & Advisory Services held 127,682 shares of iShares 0-3 Month Treasury Bond ETF worth $12.9M as of Q2 2026.
  • Spectrum Planning & Advisory Services bought 5,203 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $523K.
  • iShares 0-3 Month Treasury Bond ETF made up 5.75% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #3 holding.
  • Spectrum Planning & Advisory Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Spectrum Planning & Advisory Services's iShares 0-3 Month Treasury Bond ETF position peaked at $13.1M in Q4 2025.
  • 237 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.