Phil A. Younker & Associates »

Ishares 0-3 Month Treasury Bd Etf shares owned by Phil A. Younker & Associates

Quarter-by-quarter ownership of Ishares 0-3 Month Treasury Bd Etf (SGOV) shares owned by Phil A. Younker & Associates from 13F filings

Historical chart of Phil A. Younker & Associates 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 Phil A. Younker & Associates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares 0-3 Month Treasury Bd Etf by Phil A. Younker & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 119k 100.70
2025-06-30 $6.4M 64k 100.69
2025-03-31 $5.0M 49k 100.67

More positions owned by Phil A. Younker & Associates

Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ssga Active Etf Tr Globl Allo Etf (GAL)
Ishares Tr Core 60/40 Balan (AOR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
British Amern Tob Sponsored Adr (BTI)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 7-10 Yr Trsy Bd (IEF)

View all positions for Phil A. Younker & Associates

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