Vertex Planning Partners’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Vertex Planning Partners’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 Q4	–	Sell	-8,250	Closed	-$831K	–	188
2025 Q3	$831K	Buy	+8,250	New	+$830K	0.16%	82
2025 Q2	–	Sell	-8,545	Closed	-$860K	–	194
2025 Q1	$860K	Sell	8,545 -2,800	-25%	-$281K	0.19%	66
2024 Q4	$1.14M	Buy	11,345 +5,409	+91%	+$543K	0.25%	57
2024 Q3	$598K	Buy	5,936 +2,535	+75%	+$255K	0.14%	78
2024 Q2	$343K	Sell	3,401 -846	-20%	-$85K	0.09%	113
2024 Q1	$428K	Buy	4,247 +10	+0.2%	+$1K	0.12%	98
2023 Q4	$425K	Buy	4,237 +52	+1%	+$5.22K	0.13%	95
2023 Q3	$421K	Buy	4,185 +1,505	+56%	+$151K	0.15%	76
2023 Q2	$270K	Buy	+2,680	New	+$269K	0.09%	117

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

GAG

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vertex Planning Partners's SGOV Position: Q4 2025 in Review

Vertex Planning Partners sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q4 2025, closing a stake of 8,250 shares — an estimated $831K sold.

Vertex Planning Partners first reported a position in SGOV in Q2 2023 and held it in 9 quarters. The position peaked at $1.14M in Q4 2024. 1,103 funds tracked by Wall St. Rank hold SGOV as of Q4 2025.

Vertex Planning Partners reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Vertex Planning Partners sold 8,250 iShares 0-3 Month Treasury Bond ETF shares in Q4 2025, an estimated $831K.
Vertex Planning Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and held it in 9 quarters.
Vertex Planning Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $1.14M in Q4 2024.
1,103 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.