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Ishares 0-3 Month Treasury Bd Etf shares owned by Axxcess Wealth Management

Quarter-by-quarter ownership of Ishares 0-3 Month Treasury Bd Etf (SGOV) shares owned by Axxcess Wealth Management from 13F filings

Historical chart of Axxcess Wealth Management investment in Ishares 0-3 Month Treasury Bd Etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares 0-3 Month Treasury Bd Etf held by Axxcess Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares 0-3 Month Treasury Bd Etf by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $28M 280k 100.27
2023-09-30 $16M 159k 100.67
2023-06-30 $14M 134k 100.63
2023-03-31 $550k 5.5k 100.58

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Servicenow (NOW)
Ishares Tr Core Us Aggbd Et (AGG)
Apple Put Option (AAPL)
Ishares Tr Core Msci Intl (IDEV)
Microsoft Corporation (MSFT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Us Home Cons Etf (ITB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Axxcess Wealth Management

Top funds holding Ishares 0-3 Month Treasury Bd Etf

Morgan Stanley
Bank of America Corporation
LPL Financial
Royal Bank of Canada
Equity Investment Corp Acquisition
Northwestern Mutual Wealth Management Company
Global Assets Advisory
Jpmorgan Chase & Co
Envestnet Asset Management
UBS Group
Captrust Financial Advisors
Raymond James & Associates
Ameriprise Financial
Lee Johnson Capital Management
Elm Partners Management

View all funds holding Ishares 0-3 Month Treasury Bd Etf