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

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

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

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

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

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

SwitchPoint Financial Planning's SGOV Position: Q1 2026 in Review

SwitchPoint Financial Planning reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 18% in Q1 2026, selling an estimated $636K and leaving 29,328 shares worth $2.95M. The position accounts for 2% of the portfolio, ranked #11.

SwitchPoint Financial Planning first reported a position in SGOV in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.58M in Q4 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

SwitchPoint Financial Planning held 29,328 shares of iShares 0-3 Month Treasury Bond ETF worth $2.95M as of Q1 2026.
SwitchPoint Financial Planning sold 6,328 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $636K.
iShares 0-3 Month Treasury Bond ETF made up 2% of SwitchPoint Financial Planning's portfolio in Q1 2026, its #11 holding.
SwitchPoint Financial Planning first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
SwitchPoint Financial Planning's iShares 0-3 Month Treasury Bond ETF position peaked at $3.58M in Q4 2025.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q1 2026, filed 30 Apr 2026.