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Ishares 0-3 Month Treasury Bd Etf shares owned by Momentum Wealth Planning

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

Historical chart of Momentum Wealth Planning 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 Momentum Wealth Planning 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 Momentum Wealth Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $8.9M 89k 100.67

More positions owned by Momentum Wealth Planning

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 0-3 Mth Treasury (SGOV)
Roundhill Etf Trust Memory Etf
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Direxion Shares Etf Trust Daily Small Cap (TNA)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Bd Index Fds Intermed Term (BIV)
Intel Corporation (INTC)
Tesla Motors (TSLA)
Amazon (AMZN)
Nexstar Media Group Common Stock (NXST)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Eli Lilly & Co. (LLY)

View all positions for Momentum Wealth Planning

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
Confluence Investment Management
Advisor Group Holdings
Royal Bank of Canada
Wells Fargo & Company
Colony
Envestnet Asset Management
GM Advisory

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