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

Xena 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	$451K	Buy	+4,483	New	+$451K	0.43%	22

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Xena Financial Planning's SGOV Position: Q2 2026 in Review

Xena Financial Planning opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 4,483 shares worth $451K. The stake represents 0.43% of the portfolio and ranks #22 among its holdings.

1,298 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Xena Financial Planning held 4,483 shares of iShares 0-3 Month Treasury Bond ETF worth $451K as of Q2 2026.
iShares 0-3 Month Treasury Bond ETF was a new Xena Financial Planning position in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.43% of Xena Financial Planning's portfolio in Q2 2026, its #22 holding.
1,298 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Xena Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.