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 Q2	$37M	Buy	367,161 +199,022	+118%	+$20M	0.59%	40
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 $1.55T 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

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

Axxcess Wealth Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 118% in Q2 2026, buying an estimated $20M and bringing the position to 367,161 shares worth $37M. The position accounts for 0.59% of the portfolio, ranked #40.

Axxcess Wealth Management first reported a position in SGOV in Q1 2023 and has held it in 14 quarters since. The position peaked at $68.4M in Q3 2025. 1,307 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Axxcess Wealth Management held 367,161 shares of iShares 0-3 Month Treasury Bond ETF worth $37M as of Q2 2026.
Axxcess Wealth Management bought 199,022 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $20M.
iShares 0-3 Month Treasury Bond ETF made up 0.59% of Axxcess Wealth Management's portfolio in Q2 2026, its #40 holding.
Axxcess Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
Axxcess Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $68.4M in Q3 2025.
1,307 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

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