XY Planning Network’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

XY Planning Network’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 Q3	$9.09M	Buy	90,260 +6,158	+7%	+$619K	0.98%	28
2026 Q2	$8.47M	Buy	84,102 +34,852	+71%	+$3.5M	1.06%	24
2026 Q1	$4.94M	Buy	49,250 +20,032	+69%	+$2.01M	0.79%	31
2025 Q4	$2.93M	Buy	29,218 +13,332	+84%	+$1.34M	0.51%	46
2025 Q3	$1.6M	Hold	15,886	–	–	0.54%	51
2025 Q2	$1.6M	Buy	15,886 +9,284	+141%	+$933K	0.54%	51
2025 Q1	$665K	Buy	+6,602	New	+$664K	0.44%	55

Other funds holding SGOV

True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return

Prairie Advisory Leawood, Kansas $863M AUM

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

XY Planning Network's SGOV Position: Q3 2026 in Review

XY Planning Network increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 7.3% in Q3 2026, buying an estimated $619K and bringing the position to 90,260 shares worth $9.09M. The position accounts for 0.98% of the portfolio, ranked #28.

XY Planning Network first reported a position in SGOV in Q1 2025 and has held it in 7 quarters since. 469 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

XY Planning Network held 90,260 shares of iShares 0-3 Month Treasury Bond ETF worth $9.09M as of Q3 2026.
XY Planning Network bought 6,158 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $619K.
iShares 0-3 Month Treasury Bond ETF made up 0.98% of XY Planning Network's portfolio in Q3 2026, its #28 holding.
XY Planning Network first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 7 quarters since.
469 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.