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Ishares 0-3 Month Treasury Bd Etf shares owned by WorthPointe

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

Historical chart of WorthPointe 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 WorthPointe 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 WorthPointe

Quarter filed Position value Share count Share price at filing
2026-03-31 $678k 6.7k 100.66
2025-09-30 $1.3M 13k 100.70
2024-12-31 $679k 6.8k 100.32
2022-12-31 $208k 2.1k 100.14
2022-06-30 $439k 4.4k 100.14

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Dimensional Etf Trust Us Core Equity 2 (DFAC)
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American Centy Etf Tr Us Eqt Etf (AVUS)
Spdr Series Trust State Street Spd (SPTS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
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American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us High Profitab (DUHP)
Spdr Series Trust State Street Spd (SPYM)
American Centy Etf Tr Real Estate Etf (AVRE)
Ishares Tr Fltg Rate Nt Etf (FLOT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for WorthPointe

Top funds holding Ishares 0-3 Month Treasury Bd Etf

Bank of America Corporation
LPL Financial
Howard Capital Management
Morgan Stanley
UBS Group
Atlantic Trust
CIBC Bancorp USA
HPM Partners
Ameriprise Financial
Royal Bank of Canada
Raymond James Financial
Wells Fargo & Company
Advisor Group Holdings
Envestnet Asset Management
GM Advisory

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