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Ishares 0-3 Month Treasury Bd Etf shares owned by Phillips Wealth Planners

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

Historical chart of Phillips Wealth Planners 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 Phillips Wealth Planners 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 Phillips Wealth Planners

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.5M 15k 100.49

More positions owned by Phillips Wealth Planners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Select Sector Spdr Tr State Street Tec (XLK)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Williams Companies (WMB)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Select Sector Spdr Tr State Street Fin (XLF)
TJX Companies (TJX)
Ishares Tr Core Msci Euro (IEUR)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Texas Instruments Incorporated (TXN)

View all positions for Phillips Wealth Planners

Top funds holding Ishares 0-3 Month Treasury Bd Etf

Bank of America Corporation
LPL Financial
Howard Capital Management
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

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