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

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

Historical chart of Next Level 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 Next Level 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 Next Level Wealth Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.6M 35k 100.66

More positions owned by Next Level Wealth Planning

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Apple (AAPL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Micron Technology (MU)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Core Fixed Incom (DFCF)

View all positions for Next Level Wealth Planning

Top funds holding Ishares 0-3 Month Treasury Bd Etf

LPL Financial
Atlantic Trust
HPM Partners
Raymond James Financial
UBS Group
Advisor Group Holdings
GM Advisory
Robinhood Asset Management
Colony
NorthRock Partners
Ameriprise Financial
Captrust Financial Advisors
Cetera Investment Advisers
Wells Fargo & Company
Gotham Asset Management

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