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Ishares 0-3 Month Treasury Bd Etf shares owned by Planned Solutions

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

Historical chart of Planned Solutions 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 Planned Solutions 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 Planned Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 28k 100.70
2025-06-30 $2.2M 22k 100.69
2025-03-31 $5.9M 59k 100.67
2024-12-31 $4.8M 48k 100.32
2024-09-30 $600k 6.0k 100.72

More positions owned by Planned Solutions

Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Jpmorgan Income Etf Etf (JPIE)
Ishares Msci Usa Quality Garp Etf Etf (GARP)
Ishares S&p 500 Growth Etf Etf (IVW)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core Msci Eafe Etf Etf (IEFA)
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)
Jp Morgan Us Value Factor Etf Etf (JVAL)
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Ishares Large Cap Deep Quarterly Laddered Etf Etf (IVVB)
Vanguard 0-3 Month Treasury Bill Etf Etf (VBIL)
Apple Stock (AAPL)

View all positions for Planned Solutions

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