Stonebridge Financial Planning Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Stonebridge Financial Planning Group’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 Q3	–	Sell	-2,000	Closed	-$201K	–	174
2025 Q2	$201K	Hold	2,000	–	–	0.08%	165
2025 Q1	$201K	Hold	2,000	–	–	0.09%	161
2024 Q4	$201K	Hold	2,000	–	–	0.09%	158
2024 Q3	$201K	Sell	2,000 -1,800	-47%	-$181K	0.1%	157
2024 Q2	$383K	Sell	3,800 -600	-14%	-$60.3K	0.19%	117
2024 Q1	$443K	Hold	4,400	–	–	0.23%	107
2023 Q4	$441K	Buy	4,400 +350	+9%	+$35.1K	0.25%	99
2023 Q3	$408K	Buy	+4,050	New	+$407K	0.26%	97

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PFM

Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CIM

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

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stonebridge Financial Planning Group's SGOV Position: Q3 2025 in Review

Stonebridge Financial Planning Group sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2025, closing a stake of 2,000 shares — an estimated $201K sold.

Stonebridge Financial Planning Group first reported a position in SGOV in Q3 2023 and held it in 8 quarters. The position peaked at $443K in Q1 2024. 991 funds tracked by Wall St. Rank hold SGOV as of Q3 2025.

Stonebridge Financial Planning Group reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Stonebridge Financial Planning Group sold 2,000 iShares 0-3 Month Treasury Bond ETF shares in Q3 2025, an estimated $201K.
Stonebridge Financial Planning Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and held it in 8 quarters.
Stonebridge Financial Planning Group's iShares 0-3 Month Treasury Bond ETF position peaked at $443K in Q1 2024.
991 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2025.

Based on Stonebridge Financial Planning Group's 13F filing for Q3 2025, filed 18 Nov 2025.