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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
Q3 		– Sell
-446
Closed -$44K – 1669
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

True North Advisors
True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Hollow Brook Wealth Management
Hollow Brook Wealth Management Katonah, New York $575M AUM 19.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Peavine Capital
Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

Avion Wealth's SGOV Position: Q3 2026 in Review

Avion Wealth sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2026, closing a stake of 446 shares — an estimated $44K sold.

Avion Wealth first reported a position in SGOV in Q3 2022 and held it in 5 quarters. The position peaked at $44K in Q2 2026. 771 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

  • Avion Wealth reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Avion Wealth sold 446 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $44K.
  • Avion Wealth first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and held it in 5 quarters.
  • Avion Wealth's iShares 0-3 Month Treasury Bond ETF position peaked at $44K in Q2 2026.
  • 771 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.