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

Semmax 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
2025 Q2	$406	Sell	4 -1	-20%	-$101	﹤0.01%	387
2025 Q1	$465	Hold	5	–	–	﹤0.01%	384
2024 Q4	$493	Hold	5	–	–	﹤0.01%	318
2024 Q3	$487	Hold	5	–	–	﹤0.01%	340
2024 Q2	$481	Sell	5 -55	-92%	-$5.53K	﹤0.01%	374
2024 Q1	$6.01K	Sell	60 -10,699	-99%	-$1.08M	﹤0.01%	237
2023 Q4	$1.08M	Buy	10,759 +3,487	+48%	+$350K	0.39%	69
2023 Q3	$730K	Buy	+7,272	New	+$730K	0.29%	67

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PFM

Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Semmax Financial Advisors's SGOV Position: Q2 2025 in Review

Semmax Financial Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 20% in Q2 2025, selling an estimated $101 and leaving 4 shares worth $406. The position accounts for ﹤0.01% of the portfolio, ranked #387.

Semmax Financial Advisors first reported a position in SGOV in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.08M in Q4 2023. 925 funds tracked by Wall St. Rank hold SGOV as of Q2 2025.

Semmax Financial Advisors held 4 shares of iShares 0-3 Month Treasury Bond ETF worth $406 as of Q2 2025.
Semmax Financial Advisors sold 1 iShares 0-3 Month Treasury Bond ETF share in Q2 2025, an estimated $101.
iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #387 holding.
Semmax Financial Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 8 quarters since.
Semmax Financial Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $1.08M in Q4 2023.
925 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.