Frazier Financial Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Frazier Financial Advisors’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	$50.4K	Hold	501	–	–	0.03%	185
2026 Q1	$50.4K	Buy	501 +417	+496%	+$41.9K	0.03%	183
2025 Q4	$8.39K	Buy	84 +2	+2%	+$201	0.01%	386
2025 Q3	$8.3K	Buy	+82	New	+$8.24K	0.01%	377
2025 Q2	–	Hold	0	–	–	–	603
2025 Q1	–	Hold	0	–	–	–	598

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

Frazier Financial Advisors's SGOV Position: Q2 2026 in Review

Frazier Financial Advisors held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q2 2026 at 501 shares worth $50.4K. The position accounts for 0.03% of the portfolio, ranked #185.

Frazier Financial Advisors first reported a position in SGOV in Q3 2025 and has held it in 4 quarters since. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Frazier Financial Advisors held 501 shares of iShares 0-3 Month Treasury Bond ETF worth $50.4K as of Q2 2026.
Frazier Financial Advisors left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.03% of Frazier Financial Advisors's portfolio in Q2 2026, its #185 holding.
Frazier Financial Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.