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Ishares 0-3 Month Treasury Bd Etf shares owned by SwitchPoint Financial Planning

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

Historical chart of SwitchPoint Financial 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 SwitchPoint Financial 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 SwitchPoint Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.5M 34k 100.70
2025-06-30 $2.8M 28k 100.69
2025-03-31 $2.8M 28k 100.67

More positions owned by SwitchPoint Financial Planning

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust World Ex Us Core (DFAX)
Cadence Design Systems (CDNS)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Index Fds Value Etf (VTV)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Internatnal Val (DFIV)

View all positions for SwitchPoint Financial Planning

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