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Ishares 0-3 Month Treasury Bd Etf shares owned by Compass Financial Management

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

Historical chart of Compass Financial Management 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 Compass Financial Management 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 Compass Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.9M 29k 100.67

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Janus Detroit Str Tr (JAAA)
Invesco Qqq Trust Series 1 (QQQ)
Palantir Technologies Inclass A Com Cl A (PLTR)
SPDR DJ Wilshire Large Cap Growth (SPYG)
Vanguard S&p 500 Etf idx (VOO)
Amazon (AMZN)
Alphabet Inc Class A Com Cl A (GOOGL)
Alphabet Inc Class C Com Cl C (GOOG)
Vanguard High Dividend Yield ETF (VYM)
Meta Platforms Inc Class A Com Cl A (META)

View all positions for Compass Financial Management

Top funds holding Ishares 0-3 Month Treasury Bd Etf

Bank of America Corporation
LPL Financial
Morgan Stanley
UBS Group
CIBC Bancorp USA
HPM Partners
Raymond James Financial
Ameriprise Financial
Robinhood Asset Management
Jpmorgan Chase & Co
Confluence Investment Management
NorthRock Partners
Advisor Group Holdings
Royal Bank of Canada
Wells Fargo & Company

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