Leonard Rickey Investment Advisors P »

Ishares 0-3 Month Treasury Bd Etf shares owned by Leonard Rickey Investment Advisors P

Quarter-by-quarter ownership of Ishares 0-3 Month Treasury Bd Etf (SGOV) shares owned by Leonard Rickey Investment Advisors P from 13F filings

Historical chart of Leonard Rickey Investment Advisors P 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 Leonard Rickey Investment Advisors P 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 Leonard Rickey Investment Advisors P

Quarter filed Position value Share count Share price at filing
2025-12-31 $16M 154k 100.38
2025-09-30 $11M 106k 100.70
2025-06-30 $7.8M 78k 100.69

More positions owned by Leonard Rickey Investment Advisors P

Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Gold Tr Ishares New (IAU)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr National Mun Etf (MUB)

View all positions for Leonard Rickey Investment Advisors P

Top funds holding Ishares 0-3 Month Treasury Bd Etf

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

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