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 Q3	$1.16M	Sell	11,558 -4,701	-29%	-$473K	0.39%	44
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Hollow Brook Wealth Management Katonah, New York $575M AUM 19.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Access Financial Services's SGOV Position: Q3 2026 in Review

Access Financial Services reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 29% in Q3 2026, selling an estimated $473K and leaving 11,558 shares worth $1.16M. The position accounts for 0.39% of the portfolio, ranked #44.

Access Financial Services first reported a position in SGOV in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.92M in Q4 2025. 932 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

Access Financial Services held 11,558 shares of iShares 0-3 Month Treasury Bond ETF worth $1.16M as of Q3 2026.
Access Financial Services sold 4,701 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $473K.
iShares 0-3 Month Treasury Bond ETF made up 0.39% of Access Financial Services's portfolio in Q3 2026, its #44 holding.
Access Financial Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 7 quarters since.
Access Financial Services's iShares 0-3 Month Treasury Bond ETF position peaked at $1.92M in Q4 2025.
932 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Access Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.