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Virginia Estate & Retirement Planning Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Virginia Estate & Retirement Planning Advisors’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 		$23.3M Buy
231,753
+86,633
+60% +$8.71M 28.09% 1
2026
Q1 		$14.6M Buy
+145,120
New +$14.6M 25.55% 2

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

Virginia Estate & Retirement Planning Advisors's SGOV Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 60% in Q2 2026, buying an estimated $8.71M and bringing the position to 231,753 shares worth $23.3M. The position accounts for 28.09% of the portfolio, ranked #1.

Virginia Estate & Retirement Planning Advisors first reported a position in SGOV in Q1 2026 and has held it in 2 quarters since. 1,292 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors held 231,753 shares of iShares 0-3 Month Treasury Bond ETF worth $23.3M as of Q2 2026.
  • Virginia Estate & Retirement Planning Advisors bought 86,633 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $8.71M.
  • iShares 0-3 Month Treasury Bond ETF made up 28.09% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #1 holding.
  • Virginia Estate & Retirement Planning Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,292 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.