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Ishares 0-3 Month Treasury Bd Etf shares owned by Gradient Capital Advisors

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

Historical chart of Gradient Capital Advisors 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 Gradient Capital Advisors 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 Gradient Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $969k 9.7k 100.38

More positions owned by Gradient Capital Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Schwab International Equity Etf Etf (SCHF)
Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Schwab U.s. Mid-cap Etf Etf (SCHM)
Dimensional Global Core Plus Fixed Income Etf Etf (DFGP)
Dimensional U.s. Targeted Value Etf Etf (DFAT)
Vanguard Large-cap Etf Etf (VV)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Jpmorgan Chase & Co Stock (JPM)
Schwab U.s. Large-cap Etf Etf (SCHX)

View all positions for Gradient Capital Advisors

Top funds holding Ishares 0-3 Month Treasury Bd Etf

LPL Financial
Atlantic Trust
HPM Partners
Raymond James Financial
UBS Group
Advisor Group Holdings
GM Advisory
Colony
Wealth Enhancement Advisory Services
Confluence Investment Management
Jpmorgan Chase & Co
NorthRock Partners
Ameriprise Financial
Captrust Financial Advisors
Cetera Investment Advisers

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