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

Avion Wealth’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	$44K	Buy	+446	New	+$44.8K	0.01%	263
2025 Q3	–	Sell	-205	Closed	-$20K	–	1513
2025 Q2	$20K	Buy	+205	New	+$20.6K	﹤0.01%	314
2023 Q2	–	Sell	-61	Closed	-$6K	–	1001
2023 Q1	$6K	Hold	61	–	–	﹤0.01%	307
2022 Q4	$6K	Hold	61	–	–	﹤0.01%	303
2022 Q3	$6K	Buy	+61	New	+$6.11K	﹤0.01%	317

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

Avion Wealth's SGOV Position: Q2 2026 in Review

Avion Wealth opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 446 shares worth $44K. The stake represents 0.01% of the portfolio and ranks #263 among its holdings. This is a return to the name: Avion Wealth previously reported a position in SGOV as recently as Q2 2025.

Avion Wealth first reported a position in SGOV in Q3 2022 and has held it in 5 quarters since. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Avion Wealth held 446 shares of iShares 0-3 Month Treasury Bond ETF worth $44K as of Q2 2026.
iShares 0-3 Month Treasury Bond ETF was a new Avion Wealth position in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.01% of Avion Wealth's portfolio in Q2 2026, its #263 holding.
Avion Wealth first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and has held it in 5 quarters since.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.