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 Q2	$2.52M	Buy	25,049 +8,083	+48%	+$813K	1.21%	22
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 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

Axis Wealth Partners's SGOV Position: Q2 2026 in Review

Axis Wealth Partners increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 48% in Q2 2026, buying an estimated $813K and bringing the position to 25,049 shares worth $2.52M. The position accounts for 1.21% of the portfolio, ranked #22.

Axis Wealth Partners first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.56M in Q2 2025. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Axis Wealth Partners held 25,049 shares of iShares 0-3 Month Treasury Bond ETF worth $2.52M as of Q2 2026.
Axis Wealth Partners bought 8,083 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $813K.
iShares 0-3 Month Treasury Bond ETF made up 1.21% of Axis Wealth Partners's portfolio in Q2 2026, its #22 holding.
Axis Wealth Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Axis Wealth Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $2.56M in Q2 2025.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.