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

WealthPLAN 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 Q3	–	Sell	-3,301	Closed	-$332K	–	264
2025 Q2	$332K	Buy	3,301 +719	+28%	+$72.3K	0.05%	203
2025 Q1	$260K	Buy	+2,582	New	+$260K	0.04%	224
2024 Q2	–	Sell	-9,798	Closed	-$987K	–	320
2024 Q1	$987K	Buy	+9,798	New	+$985K	0.1%	154
2023 Q4	–	Sell	-32,249	Closed	-$3.25M	–	340
2023 Q3	$3.25M	Buy	32,249 +31,922	+9,762%	+$3.21M	0.38%	73
2023 Q2	$32.9K	Sell	327 -182	-36%	-$18.3K	﹤0.01%	583
2023 Q1	$51.2K	Buy	+509	New	+$51.1K	0.01%	548

Other funds holding SGOV

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

PFM

Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return

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

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

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

CIM

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

GAG

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

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

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

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

WealthPLAN Partners's SGOV Position: Q3 2025 in Review

WealthPLAN Partners sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2025, closing a stake of 3,301 shares — an estimated $332K sold.

WealthPLAN Partners first reported a position in SGOV in Q1 2023 and held it in 6 quarters. The position peaked at $3.25M in Q3 2023. 993 funds tracked by Wall St. Rank hold SGOV as of Q3 2025.

WealthPLAN Partners reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
WealthPLAN Partners sold 3,301 iShares 0-3 Month Treasury Bond ETF shares in Q3 2025, an estimated $332K.
WealthPLAN Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and held it in 6 quarters.
WealthPLAN Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $3.25M in Q3 2023.
993 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2025.

Based on WealthPLAN Partners's 13F filing for Q3 2025, filed 27 Oct 2025.