Annex Advisory Services
SGOV icon

Annex Advisory Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Annex Advisory 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 		$1.65M Buy
+16,373
New +$1.65M 0.03% 173
2025
Q4 		– Sell
-2,238
Closed -$225K – 370
2025
Q3 		$225K Buy
+2,238
New +$225K ﹤0.01% 286

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FFG
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TAM
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Blue Trust Inc
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BSB
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RAG
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Annex Advisory Services's SGOV Position: Q3 2026 in Review

Annex Advisory Services opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2026: 16,373 shares worth $1.65M. The stake represents 0.03% of the portfolio and ranks #173 among its holdings. This is a return to the name: Annex Advisory Services previously reported a position in SGOV as recently as Q3 2025.

Annex Advisory Services first reported a position in SGOV in Q3 2025 and has held it in 2 quarters since. 215 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

  • Annex Advisory Services held 16,373 shares of iShares 0-3 Month Treasury Bond ETF worth $1.65M as of Q3 2026.
  • iShares 0-3 Month Treasury Bond ETF was a new Annex Advisory Services position in Q3 2026.
  • iShares 0-3 Month Treasury Bond ETF made up 0.03% of Annex Advisory Services's portfolio in Q3 2026, its #173 holding.
  • Annex Advisory Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • 215 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.