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Ishares 0-3 Month Treasury Bd Etf shares owned by Vertex Planning Partners

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

Historical chart of Vertex Planning Partners 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 Vertex Planning Partners 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 Vertex Planning Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $425k 4.2k 100.27
2023-09-30 $421k 4.2k 100.67
2023-06-30 $270k 2.7k 100.63

More positions owned by Vertex Planning Partners

Wisdomtree Tr Floatng Rat Trea (USFR)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Wisdomtree Tr Itl High Div Fd (DTH)
Wisdomtree Tr Us Total Dividnd (DTD)
Ishares Tr TRS FLT RT BD (TFLO)
Select Sector Spdr Tr Technology (XLK)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)
Ishares Msci Emrg Chn (EMXC)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for Vertex Planning Partners

Top funds holding Ishares 0-3 Month Treasury Bd Etf

Bank of America Corporation
Neuberger Berman Group
Global Assets Advisory
Equity Investment Corp Acquisition
AE Wealth Management
Captrust Financial Advisors
UBS Group
GM Advisory
Raymond James & Associates
Lee Johnson Capital Management
HPM Partners
Elm Partners Management
Advisor Group Holdings
NorthRock Partners
Jpmorgan Chase & Co

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