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

Treasure Coast 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	$414K	Hold	4,110	–	–	0.2%	31
2026 Q1	$414K	Hold	4,110	–	–	0.21%	32
2025 Q4	$413K	Sell	4,110 -30	-0.7%	-$3.02K	0.22%	32
2025 Q3	$417K	Hold	4,140	–	–	0.23%	31
2025 Q2	$417K	Hold	4,140	–	–	0.24%	30
2025 Q1	$417K	Hold	4,140	–	–	0.26%	28
2024 Q4	$415K	Sell	4,140 -1,352	-25%	-$136K	0.27%	26
2024 Q3	$553K	Buy	5,492 +363	+7%	+$36.5K	0.34%	24
2024 Q2	$517K	Hold	5,129	–	–	0.34%	24
2024 Q1	$517K	Sell	5,129 -2,265	-31%	-$228K	0.34%	24
2023 Q4	$741K	Buy	+7,394	New	+$743K	0.52%	23

Other funds holding SGOV

CIM

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Treasure Coast Financial Planning's SGOV Position: Q2 2026 in Review

Treasure Coast Financial Planning held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q2 2026 at 4,110 shares worth $414K. The position accounts for 0.2% of the portfolio, ranked #31.

Treasure Coast Financial Planning first reported a position in SGOV in Q4 2023 and has held it in 11 quarters since. The position peaked at $741K in Q4 2023. 628 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Treasure Coast Financial Planning held 4,110 shares of iShares 0-3 Month Treasury Bond ETF worth $414K as of Q2 2026.
Treasure Coast Financial Planning left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.2% of Treasure Coast Financial Planning's portfolio in Q2 2026, its #31 holding.
Treasure Coast Financial Planning first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Treasure Coast Financial Planning's iShares 0-3 Month Treasury Bond ETF position peaked at $741K in Q4 2023.
628 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Treasure Coast Financial Planning's 13F filing for Q2 2026, filed 29 Jul 2026.