Maxi Investments CY’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Maxi Investments CY’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	$4.74M	Sell	47,033 -737,767	-94%	-$74.2M	0.96%	29
2026 Q1	$79M	Buy	784,800 +519,800	+196%	+$52.3M	17.26%	1
2025 Q4	$26.6M	Sell	265,000 -1,264,950	-83%	-$127M	4.84%	4
2025 Q3	$154M	Buy	1,529,950 +535,480	+54%	+$53.8M	32.04%	1
2025 Q2	$100M	Buy	994,470 +816,796	+460%	+$82.1M	16.62%	1
2025 Q1	$17.9M	Sell	177,674 -311,476	-64%	-$31.3M	3.56%	4
2024 Q4	$49.1M	Buy	+489,150	New	+$49.1M	9.46%	2

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

Maxi Investments CY's SGOV Position: Q2 2026 in Review

Maxi Investments CY reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 94% in Q2 2026, selling an estimated $74.2M and leaving 47,033 shares worth $4.74M. The position accounts for 0.96% of the portfolio, ranked #29.

Maxi Investments CY first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $154M in Q3 2025. 1,305 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Maxi Investments CY held 47,033 shares of iShares 0-3 Month Treasury Bond ETF worth $4.74M as of Q2 2026.
Maxi Investments CY sold 737,767 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $74.2M.
iShares 0-3 Month Treasury Bond ETF made up 0.96% of Maxi Investments CY's portfolio in Q2 2026, its #29 holding.
Maxi Investments CY first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Maxi Investments CY's iShares 0-3 Month Treasury Bond ETF position peaked at $154M in Q3 2025.
1,305 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Maxi Investments CY's 13F filing for Q2 2026, filed 13 Aug 2026.