AFS
SGOV icon

Access Financial Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Access Financial Services’s Portfolio SGOV Stock Details SGOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.64M Buy
16,259
+3,197
+24% +$321K 0.54% 34
2026
Q1 		$1.31M Sell
13,062
-6,094
-32% -$613K 0.47% 42
2025
Q4 		$1.92M Buy
19,156
+4,056
+27% +$408K 0.7% 24
2025
Q3 		$1.52M Buy
15,100
+9,817
+186% +$987K 0.55% 36
2025
Q2 		$532K Buy
5,283
+1,012
+24% +$102K 0.2% 70
2025
Q1 		$430K Buy
+4,271
New +$429K 0.17% 75

Other funds holding SGOV

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
VWM
Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
OFW
Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Access Financial Services's SGOV Position: Q2 2026 in Review

Access Financial Services increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 24% in Q2 2026, buying an estimated $321K and bringing the position to 16,259 shares worth $1.64M. The position accounts for 0.54% of the portfolio, ranked #34.

Access Financial Services first reported a position in SGOV in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.92M in Q4 2025. 237 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Access Financial Services held 16,259 shares of iShares 0-3 Month Treasury Bond ETF worth $1.64M as of Q2 2026.
  • Access Financial Services bought 3,197 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $321K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.54% of Access Financial Services's portfolio in Q2 2026, its #34 holding.
  • Access Financial Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Access Financial Services's iShares 0-3 Month Treasury Bond ETF position peaked at $1.92M in Q4 2025.
  • 237 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Access Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.