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 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

CIM

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

XY Planning Network's SGOV Position: Q2 2026 in Review

XY Planning Network increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 71% in Q2 2026, buying an estimated $3.5M and bringing the position to 84,102 shares worth $8.47M. The position accounts for 1.06% of the portfolio, ranked #24.

XY Planning Network first reported a position in SGOV in Q1 2025 and has held it in 6 quarters since. 429 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

XY Planning Network held 84,102 shares of iShares 0-3 Month Treasury Bond ETF worth $8.47M as of Q2 2026.
XY Planning Network bought 34,852 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $3.5M.
iShares 0-3 Month Treasury Bond ETF made up 1.06% of XY Planning Network's portfolio in Q2 2026, its #24 holding.
XY Planning Network first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
429 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.