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Ishares 0-3 Month Treasury Bd Etf shares owned by Clear Perspectives Financial Planning

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

Historical chart of Clear Perspectives Financial 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 Clear Perspectives Financial 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 Clear Perspectives Financial Planning

Quarter filed Position value Share count Share price at filing
2023-03-31 $11M 105k 100.58
2022-12-31 $15M 147k 100.14
2022-09-30 $29M 290k 100.27
2022-06-30 $28M 277k 100.12

More positions owned by Clear Perspectives Financial Planning

Procter & Gamble Company (PG)
Vanguard High Div Yld Etf High Div Yld Etf (VYM)
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt Etf S&p500 Eql Wgt Etf (RSP)
Vanguard Value Etf Value Etf (VTV)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Ishares Trust Ishares 0-3 Month Treasury Ishares 0-3 Month Treasury Etf (SGOV)
Vanguard Div App Etf Div App Etf (VIG)
Vanguard 500 Val Idx Fd Etf 500 Val Idx Fd Etf (VOOV)
Vanguard Star Fd Tl Intl Stk F Etf Star Fd Tl Intl Stk F Etf (VXUS)
Vanguard Ftse Developed Mkts Etf Ftse Developed Mkts Etf (VEA)
Spdr Series Trust S&p Divid Etf S&p Divid Etf (SDY)
Ishares Trust Select Divid Etf Select Divid Etf (DVY)
Vanguard Mega Grwth Ind Etf Mega Grwth Ind Etf (MGK)
Vanguard Mega Cap Val Etf Mega Cap Val Etf (MGV)
Ishares Trust Global 100 Etf Global 100 Etf (IOO)

View all positions for Clear Perspectives Financial Planning

Top funds holding Ishares 0-3 Month Treasury Bd Etf

Bank of America Corporation
Neuberger Berman Group
Global Assets Advisory
Equity Investment Corp Acquisition
AE Wealth Management
Captrust Financial Advisors
UBS Group
GM Advisory
Raymond James & Associates
HPM Partners
Advisor Group Holdings
ESG Planning
NorthRock Partners
Jpmorgan Chase & Co
Advisors Capital Management

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