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

Axxcess 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 Q1	$16.9M	Sell	168,139 -483,074	-74%	-$48.6M	0.54%	43
2025 Q4	$65.4M	Sell	651,213 -28,124	-4%	-$2.83M	1.13%	15
2025 Q3	$68.4M	Buy	679,337 +15,998	+2%	+$1.61M	1.45%	10
2025 Q2	$66.8M	Buy	663,339 +140,932	+27%	+$14.2M	1.56%	11
2025 Q1	$52.6M	Sell	522,407 -138,427	-21%	-$13.9M	1.4%	14
2024 Q4	$66.3M	Buy	660,834 +69,735	+12%	+$7.01M	1.59%	10
2024 Q3	$59.5M	Buy	591,099 +26,943	+5%	+$2.71M	1.46%	11
2024 Q2	$56.8M	Buy	564,156 +189,563	+51%	+$19.1M	1.5%	11
2024 Q1	$37.7M	Buy	374,593 +95,020	+34%	+$9.55M	1.03%	18
2023 Q4	$28M	Buy	279,573 +120,911	+76%	+$12.1M	0.81%	25
2023 Q3	$16M	Buy	158,662 +24,551	+18%	+$2.47M	0.54%	38
2023 Q2	$13.5M	Buy	134,111 +128,646	+2,354%	+$12.9M	0.98%	17
2023 Q1	$550K	Buy	+5,465	New	+$548K	0.04%	355

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Axxcess Wealth Management's SGOV Position: Q1 2026 in Review

Axxcess Wealth Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 74% in Q1 2026, selling an estimated $48.6M and leaving 168,139 shares worth $16.9M. The position accounts for 0.54% of the portfolio, ranked #43.

Axxcess Wealth Management first reported a position in SGOV in Q1 2023 and has held it in 13 quarters since. The position peaked at $68.4M in Q3 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Axxcess Wealth Management held 168,139 shares of iShares 0-3 Month Treasury Bond ETF worth $16.9M as of Q1 2026.
Axxcess Wealth Management sold 483,074 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $48.6M.
iShares 0-3 Month Treasury Bond ETF made up 0.54% of Axxcess Wealth Management's portfolio in Q1 2026, its #43 holding.
Axxcess Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
Axxcess Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $68.4M in Q3 2025.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.