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Ishares 0-3 Month Treasury Bd Etf shares owned by Prosperity Planning

Quarter-by-quarter ownership of Ishares 0-3 Month Treasury Bd Etf (SGOV) shares owned by Prosperity Planning from 13F filings

Historical chart of Prosperity Planning investment in Ishares 0-3 Month Treasury Bd Etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares 0-3 Month Treasury Bd Etf held by Prosperity Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares 0-3 Month Treasury Bd Etf by Prosperity Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $587k 5.8k 100.70
2023-12-31 $1.2M 12k 100.27
2023-09-30 $1.4M 14k 100.67
2023-06-30 $1.9M 19k 100.63
2023-03-31 $2.3M 23k 100.58

More positions owned by Prosperity Planning

Ishares Tr Core 1 5 Yr Usd (Principal) (ISTB)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Malvern Fds Strm Infproidx (Principal) (VTIP)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Gnma Bond Etf (Principal) (GNMA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Vanguard Bd Index Fds Short Trm Bond (Principal) (BSV)

View all positions for Prosperity Planning

Top funds holding Ishares 0-3 Month Treasury Bd Etf

Morgan Stanley
Bank of America Corporation
LPL Financial
Royal Bank of Canada
Equity Investment Corp Acquisition
Northwestern Mutual Wealth Management Company
Global Assets Advisory
Jpmorgan Chase & Co
Envestnet Asset Management
UBS Group
Captrust Financial Advisors
Raymond James & Associates
Ameriprise Financial
Lee Johnson Capital Management
Elm Partners Management

View all funds holding Ishares 0-3 Month Treasury Bd Etf