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Ishares 0-3 Month Treasury Bd Etf shares owned by Plan Group Financial

Quarter-by-quarter ownership of Ishares 0-3 Month Treasury Bd Etf (SGOV) shares owned by Plan Group Financial from 13F filings

Historical chart of Plan Group Financial investment in Ishares 0-3 Month Treasury Bd Etf

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All positions including Ishares 0-3 Month Treasury Bd Etf held by Plan Group Financial 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 Plan Group Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.8M 47k 100.66

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
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Spdr Index Shs Fds State Street Spd (EDIV)
Ishares Tr Rus Mid Cap Etf (IWR)
Exxon Mobil Corporation (XOM)
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Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Conv Bd Etf (ICVT)

View all positions for Plan Group Financial

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