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

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

Historical chart of Lantz Financial 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 Lantz Financial 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 Lantz Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 20k 100.70
2025-06-30 $3.0M 30k 100.69
2025-03-31 $2.1M 21k 100.67
2024-12-31 $1.3M 13k 100.32
2024-09-30 $1.2M 12k 100.72
2024-06-30 $1.5M 15k 100.71
2024-03-31 $911k 9.0k 100.71
2023-12-31 $406k 4.0k 100.27

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View all positions for Lantz Financial

Top funds holding Ishares 0-3 Month Treasury Bd Etf

Potomac Fund Management
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Cetera Investment Advisers
Ameriprise Financial
Wealth Enhancement Advisory Services
HPM Partners
Captrust Financial Advisors
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