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Ishares 0-3 Month Treasury Bd Etf shares owned by My Purposeful Wealth Corp.

Quarter-by-quarter ownership of Ishares 0-3 Month Treasury Bd Etf (SGOV) shares owned by My Purposeful Wealth Corp. from 13F filings

Historical chart of My Purposeful Wealth Corp. 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 My Purposeful Wealth Corp. 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 My Purposeful Wealth Corp.

Quarter filed Position value Share count Share price at filing
2025-09-30 $711k 7.1k 100.70
2025-06-30 $648k 6.4k 100.43

More positions owned by My Purposeful Wealth Corp.

Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Tapestry (TPR)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Union Pacific Corporation (UNP)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust S&p 600 Smcp Val (SLYV)

View all positions for My Purposeful Wealth Corp.

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