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

SwitchPoint Financial Planning’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 		$3.36M Buy
33,369
+4,041
+14% +$406K 1.94% 13
2026
Q1 		$2.95M Sell
29,328
-6,328
-18% -$636K 2% 11
2025
Q4 		$3.58M Buy
35,656
+1,374
+4% +$138K 2.51% 9
2025
Q3 		$3.45M Buy
34,282
+5,987
+21% +$602K 2.5% 9
2025
Q2 		$2.85M Buy
28,295
+243
+0.9% +$24.4K 2.33% 12
2025
Q1 		$2.82M Buy
28,052
+11,157
+66% +$1.12M 2.68% 9
2024
Q4 		$1.69M Buy
+16,895
New +$1.7M 1.62% 17

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RAM
Robinhood Asset Management Menlo Park, California $1.87B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SwitchPoint Financial Planning's SGOV Position: Q2 2026 in Review

SwitchPoint Financial Planning increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 14% in Q2 2026, buying an estimated $406K and bringing the position to 33,369 shares worth $3.36M. The position accounts for 1.94% of the portfolio, ranked #13.

SwitchPoint Financial Planning first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.58M in Q4 2025. 1,305 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • SwitchPoint Financial Planning held 33,369 shares of iShares 0-3 Month Treasury Bond ETF worth $3.36M as of Q2 2026.
  • SwitchPoint Financial Planning bought 4,041 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $406K.
  • iShares 0-3 Month Treasury Bond ETF made up 1.94% of SwitchPoint Financial Planning's portfolio in Q2 2026, its #13 holding.
  • SwitchPoint Financial Planning first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • SwitchPoint Financial Planning's iShares 0-3 Month Treasury Bond ETF position peaked at $3.58M in Q4 2025.
  • 1,305 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q2 2026, filed 17 Aug 2026.