Emprise Bank’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Emprise Bank’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	$7.17M	Sell	71,184 -5,093	-7%	-$512K	2.64%	11
2026 Q1	$7.68M	Sell	76,277 -2,586	-3%	-$260K	3.08%	7
2025 Q4	$7.92M	Sell	78,863 -10,171	-11%	-$1.02M	3.29%	8
2025 Q3	$8.97M	Sell	89,034 -670	-0.7%	-$67.4K	3.87%	6
2025 Q2	$9.03M	Sell	89,704 -21,131	-19%	-$2.12M	4.34%	6
2025 Q1	$11.2M	Sell	110,835 -4,042	-4%	-$406K	5.97%	5
2024 Q4	$11.5M	Sell	114,877 -2,675	-2%	-$269K	6.51%	2
2024 Q3	$11.8M	Buy	117,552 +13,446	+13%	+$1.35M	6.82%	2
2024 Q2	$10.5M	Sell	104,106 -2,647	-2%	-$266K	6.47%	2
2024 Q1	$10.8M	Buy	+106,753	New	+$10.7M	7.24%	1

Other funds holding SGOV

CIM

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Emprise Bank's SGOV Position: Q2 2026 in Review

Emprise Bank reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 6.7% in Q2 2026, selling an estimated $512K and leaving 71,184 shares worth $7.17M. The position accounts for 2.64% of the portfolio, ranked #11.

Emprise Bank first reported a position in SGOV in Q1 2024 and has held it in 10 quarters since. The position peaked at $11.8M in Q3 2024. 628 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Emprise Bank held 71,184 shares of iShares 0-3 Month Treasury Bond ETF worth $7.17M as of Q2 2026.
Emprise Bank sold 5,093 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $512K.
iShares 0-3 Month Treasury Bond ETF made up 2.64% of Emprise Bank's portfolio in Q2 2026, its #11 holding.
Emprise Bank first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
Emprise Bank's iShares 0-3 Month Treasury Bond ETF position peaked at $11.8M in Q3 2024.
628 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Emprise Bank's 13F filing for Q2 2026, filed 7 Jul 2026.