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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
2025
Q4 		– Sell
-2,238
Closed -$225K – 370
2025
Q3 		$225K Buy
+2,238
New +$225K ﹤0.01% 286

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Annex Advisory Services's SGOV Position: Q4 2025 in Review

Annex Advisory Services sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q4 2025, closing a stake of 2,238 shares — an estimated $225K sold.

Annex Advisory Services first reported a position in SGOV in Q3 2025 and held it in 1 quarter. The position peaked at $225K in Q3 2025. 1,103 funds tracked by Wall St. Rank hold SGOV as of Q4 2025.

  • Annex Advisory Services reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Annex Advisory Services sold 2,238 iShares 0-3 Month Treasury Bond ETF shares in Q4 2025, an estimated $225K.
  • Annex Advisory Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and held it in 1 quarter.
  • Annex Advisory Services's iShares 0-3 Month Treasury Bond ETF position peaked at $225K in Q3 2025.
  • 1,103 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2025.

Based on Annex Advisory Services's 13F filing for Q4 2025, filed 26 Jan 2026.