Apollon Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Apollon Wealth 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	$21.2M	Buy	210,320 +103,373	+97%	+$10.4M	0.26%	77
2026 Q1	$10.8M	Buy	106,947 +103,374	+2,893%	+$10.4M	0.18%	118
2025 Q4	$359K	Buy	3,573 +6	+0.2%	+$603	0.01%	982
2025 Q3	$359K	Buy	3,567 +1,348	+61%	+$136K	0.01%	974
2025 Q2	$223K	Sell	2,219 -118	-5%	-$11.9K	﹤0.01%	1130
2025 Q1	$235K	Sell	2,337 -132	-5%	-$13.3K	0.01%	1044
2024 Q4	$248K	Sell	2,469 -1,617	-40%	-$162K	0.01%	1015
2024 Q3	$412K	Buy	4,086 +195	+5%	+$19.6K	0.01%	801
2024 Q2	$392K	Buy	+3,891	New	+$391K	0.01%	771

Other funds holding SGOV

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Peavine Capital Reno, Nevada $472M AUM 9.2% 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

Apollon Wealth Management's SGOV Position: Q2 2026 in Review

Apollon Wealth Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 97% in Q2 2026, buying an estimated $10.4M and bringing the position to 210,320 shares worth $21.2M. The position accounts for 0.26% of the portfolio, ranked #77.

Apollon Wealth Management first reported a position in SGOV in Q2 2024 and has held it in 9 quarters since. 410 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Apollon Wealth Management held 210,320 shares of iShares 0-3 Month Treasury Bond ETF worth $21.2M as of Q2 2026.
Apollon Wealth Management bought 103,373 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $10.4M.
iShares 0-3 Month Treasury Bond ETF made up 0.26% of Apollon Wealth Management's portfolio in Q2 2026, its #77 holding.
Apollon Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
410 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.