AWP
SGOV icon

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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.71M Buy
16,966
+6,280
+59% +$631K 0.91% 31
2025
Q4 		$1.07M Sell
10,686
-6,809
-39% -$684K 0.59% 49
2025
Q3 		$1.76M Sell
17,495
-7,954
-31% -$800K 1.03% 25
2025
Q2 		$2.56M Buy
25,449
+9,592
+60% +$964K 1.68% 17
2025
Q1 		$1.6M Buy
15,857
+4,073
+35% +$409K 1.18% 22
2024
Q4 		$1.18M Buy
+11,784
New +$1.18M 1% 29

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Axis Wealth Partners's SGOV Position: Q1 2026 in Review

Axis Wealth Partners increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 59% in Q1 2026, buying an estimated $631K and bringing the position to 16,966 shares worth $1.71M. The position accounts for 0.91% of the portfolio, ranked #31.

Axis Wealth Partners first reported a position in SGOV in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.56M in Q2 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Axis Wealth Partners held 16,966 shares of iShares 0-3 Month Treasury Bond ETF worth $1.71M as of Q1 2026.
  • Axis Wealth Partners bought 6,280 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $631K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.91% of Axis Wealth Partners's portfolio in Q1 2026, its #31 holding.
  • Axis Wealth Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Axis Wealth Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $2.56M in Q2 2025.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Axis Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.