Contravisory Investment Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Contravisory Investment Management’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	$47.3K	Hold	470	–	–	0.01%	272
2026 Q1	$47.3K	Hold	470	–	–	0.01%	266
2025 Q4	$47.2K	Sell	470 -53	-10%	-$5.33K	0.01%	272
2025 Q3	$52.7K	Hold	523	–	–	0.01%	272
2025 Q2	$52.7K	Hold	523	–	–	0.01%	278
2025 Q1	$52.6K	Sell	523 -135	-21%	-$13.6K	0.01%	277
2024 Q4	$66K	Hold	658	–	–	0.01%	244
2024 Q3	$66.3K	Sell	658 -417	-39%	-$41.9K	0.01%	235
2024 Q2	$108K	Sell	1,075 -1,660	-61%	-$167K	0.02%	225
2024 Q1	$275K	Buy	+2,735	New	+$275K	0.06%	177

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

Contravisory Investment Management's SGOV Position: Q2 2026 in Review

Contravisory Investment Management held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q2 2026 at 470 shares worth $47.3K. The position accounts for 0.01% of the portfolio, ranked #272.

Contravisory Investment Management first reported a position in SGOV in Q1 2024 and has held it in 10 quarters since. The position peaked at $275K in Q1 2024. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Contravisory Investment Management held 470 shares of iShares 0-3 Month Treasury Bond ETF worth $47.3K as of Q2 2026.
Contravisory Investment Management left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.01% of Contravisory Investment Management's portfolio in Q2 2026, its #272 holding.
Contravisory Investment Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
Contravisory Investment Management's iShares 0-3 Month Treasury Bond ETF position peaked at $275K in Q1 2024.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.