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Sax Wealth Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Sax Wealth 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 		$514K Buy
+5,106
New +$513K 0.02% 334
2025
Q3 		– Sell
-3,318
Closed -$334K – 451
2025
Q2 		$334K Sell
3,318
-2,461
-43% -$247K 0.02% 321
2025
Q1 		$582K Sell
5,779
-55
-0.9% -$5.53K 0.04% 198
2024
Q4 		$585K Sell
5,834
-1,157
-17% -$116K 0.05% 176
2024
Q3 		$704K Buy
+6,991
New +$703K 0.06% 125

Other funds holding SGOV

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
VWM
Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
OFW
Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Sax Wealth Advisors's SGOV Position: Q2 2026 in Review

Sax Wealth Advisors opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 5,106 shares worth $514K. The stake represents 0.02% of the portfolio and ranks #334 among its holdings. This is a return to the name: Sax Wealth Advisors previously reported a position in SGOV as recently as Q2 2025.

Sax Wealth Advisors first reported a position in SGOV in Q3 2024 and has held it in 5 quarters since. The position peaked at $704K in Q3 2024. 219 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Sax Wealth Advisors held 5,106 shares of iShares 0-3 Month Treasury Bond ETF worth $514K as of Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF was a new Sax Wealth Advisors position in Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #334 holding.
  • Sax Wealth Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and has held it in 5 quarters since.
  • Sax Wealth Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $704K in Q3 2024.
  • 219 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.