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

Avior 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	$1.74M	Buy	17,260 +2,357	+16%	+$237K	0.05%	266
2026 Q1	$1.5M	Sell	14,903 -4,608	-24%	-$463K	0.04%	284
2025 Q4	$1.96M	Buy	19,511 +12,654	+185%	+$1.27M	0.06%	203
2025 Q3	$691K	Buy	6,857 +2,623	+62%	+$264K	0.02%	379
2025 Q2	$426K	Buy	4,234 +862	+26%	+$86.7K	0.01%	474
2025 Q1	$339K	Buy	3,372 +1,900	+129%	+$191K	0.01%	518
2024 Q4	$148K	Buy	1,472 +310	+27%	+$31.1K	0.01%	793
2024 Q3	$117K	Sell	1,162 -470	-29%	-$47.2K	﹤0.01%	837
2024 Q2	$164K	Sell	1,632 -1,400	-46%	-$141K	0.01%	723
2024 Q1	$305K	Buy	3,032 +1,882	+164%	+$189K	0.01%	580
2023 Q4	$115K	Buy	1,150 +40	+4%	+$4.02K	0.01%	593
2023 Q3	$112K	Buy	1,110 +110	+11%	+$11K	0.01%	605
2023 Q2	$101K	Buy	1,000 +110	+12%	+$11K	0.01%	627
2023 Q1	$89.5K	Buy	+890	New	+$89.3K	0.01%	655
2022 Q2	–	Sell	-11	Closed	-$1K	–	1207
2022 Q1	$1K	Buy	+11	New	+$1.1K	﹤0.01%	1059

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

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

Avior Wealth Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 16% in Q2 2026, buying an estimated $237K and bringing the position to 17,260 shares worth $1.74M. The position accounts for 0.05% of the portfolio, ranked #266.

Avior Wealth Management first reported a position in SGOV in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.96M in Q4 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Avior Wealth Management held 17,260 shares of iShares 0-3 Month Treasury Bond ETF worth $1.74M as of Q2 2026.
Avior Wealth Management bought 2,357 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $237K.
iShares 0-3 Month Treasury Bond ETF made up 0.05% of Avior Wealth Management's portfolio in Q2 2026, its #266 holding.
Avior Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2022 and has held it in 15 quarters since.
Avior Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $1.96M in Q4 2025.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.