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

Axis Wealth Partners’s Portfolio SGOV Stock Details SGOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.56M Buy
25,449
+9,592
+60% +$966K 1.68% 17
2025
Q1 		$1.6M Buy
15,857
+4,073
+35% +$410K 1.18% 22
2024
Q4 		$1.18M Buy
+11,784
New +$1.18M 1% 29