Arax Advisory Partners’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Arax Advisory Partners’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	$56.5M	Buy	561,309 +468,757	+506%	+$47.1M	0.37%	46
2026 Q1	$9.32M	Buy	92,552 +39,461	+74%	+$3.97M	0.26%	84
2025 Q4	$5.33M	Buy	+53,091	New	+$5.34M	0.16%	117
2025 Q3	–	Sell	-37,658	Closed	-$3.79M	–	4178
2025 Q2	$3.79M	Buy	37,658 +9,881	+36%	+$993K	0.17%	97
2025 Q1	$2.8M	Sell	27,777 -6,432	-19%	-$646K	0.18%	89
2024 Q4	$3.43M	Buy	34,209 +33,914	+11,496%	+$3.41M	0.22%	81
2024 Q3	$29.7K	Sell	295 -97	-25%	-$9.75K	﹤0.01%	929
2024 Q2	$39.5K	Sell	392 -82	-17%	-$8.24K	﹤0.01%	740
2024 Q1	$47.7K	Buy	474 +19	+4%	+$1.91K	0.01%	512
2023 Q4	$45.6K	Hold	455	–	–	0.01%	498
2023 Q3	$45.8K	Buy	455 +25	+6%	+$2.51K	0.01%	477
2023 Q2	$43.3K	Buy	430 +375	+682%	+$37.7K	0.01%	480
2023 Q1	$5.53K	Buy	55 +30	+120%	+$3.01K	﹤0.01%	818
2022 Q4	$2.5K	Sell	25 -160	-86%	-$16K	﹤0.01%	917
2022 Q3	$19K	Buy	+185	New	+$18.5K	﹤0.01%	578

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

Arax Advisory Partners's SGOV Position: Q2 2026 in Review

Arax Advisory Partners increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 506% in Q2 2026, buying an estimated $47.1M and bringing the position to 561,309 shares worth $56.5M. The position accounts for 0.37% of the portfolio, ranked #46.

Arax Advisory Partners first reported a position in SGOV in Q3 2022 and has held it in 15 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Arax Advisory Partners held 561,309 shares of iShares 0-3 Month Treasury Bond ETF worth $56.5M as of Q2 2026.
Arax Advisory Partners bought 468,757 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $47.1M.
iShares 0-3 Month Treasury Bond ETF made up 0.37% of Arax Advisory Partners's portfolio in Q2 2026, its #46 holding.
Arax Advisory Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and has held it in 15 quarters since.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.