Advyzon Investment Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Advyzon Investment Management’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	$969K	Buy	9,621 +4,231	+78%	+$425K	0.07%	271
2026 Q1	$543K	Buy	5,390 +2,769	+106%	+$278K	0.05%	373
2025 Q4	$263K	Sell	2,621 -3,173	-55%	-$319K	0.03%	478
2025 Q3	$583K	Buy	5,794 +2,516	+77%	+$253K	0.1%	195
2025 Q2	$330K	Buy	3,278 +398	+14%	+$40K	0.07%	259
2025 Q1	$290K	Buy	+2,880	New	+$289K	0.1%	189

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RAM

Robinhood Asset Management Menlo Park, California $1.87B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Advyzon Investment Management's SGOV Position: Q2 2026 in Review

Advyzon Investment Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 78% in Q2 2026, buying an estimated $425K and bringing the position to 9,621 shares worth $969K. The position accounts for 0.07% of the portfolio, ranked #271.

Advyzon Investment Management first reported a position in SGOV in Q1 2025 and has held it in 6 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Advyzon Investment Management held 9,621 shares of iShares 0-3 Month Treasury Bond ETF worth $969K as of Q2 2026.
Advyzon Investment Management bought 4,231 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $425K.
iShares 0-3 Month Treasury Bond ETF made up 0.07% of Advyzon Investment Management's portfolio in Q2 2026, its #271 holding.
Advyzon Investment Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.