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Ishares 0-3 Month Treasury Bd Etf shares owned by Leicht Financial Planning & Wealth Management

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

Historical chart of Leicht Financial Planning & Wealth 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 Leicht Financial Planning & Wealth 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 Leicht Financial Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.2M 32k 100.70
2025-06-30 $2.5M 25k 100.69
2025-03-31 $1.6M 16k 100.67

More positions owned by Leicht Financial Planning & Wealth Management

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfli Intrmdit (SPTI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Port Mtg Bk Etf (SPMB)
Spdr Series Trust Portfolio S&p600 (SPSM)
Spdr Series Trust Portfolio Intrmd (SPIB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Select Sector Spdr Tr Communication (XLC)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Select Sector Spdr Tr Financial (XLF)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Leicht Financial Planning & Wealth Management

Top funds holding Ishares 0-3 Month Treasury Bd Etf

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

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