VVP
SGOV icon

Venture Visionary Partners’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Venture Visionary Partners’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
Q3 		$301K Sell
2,992
-261
-8% -$26.2K 0.01% 573
2026
Q2 		$328K Buy
+3,253
New +$327K 0.01% 551

Other funds holding SGOV

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
DWMS
Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 16.39% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Venture Visionary Partners's SGOV Position: Q3 2026 in Review

Venture Visionary Partners reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 8% in Q3 2026, selling an estimated $26.2K and leaving 2,992 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #573.

Venture Visionary Partners first reported a position in SGOV in Q2 2026 and has held it in 2 quarters since. The position peaked at $328K in Q2 2026. 70 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

  • Venture Visionary Partners held 2,992 shares of iShares 0-3 Month Treasury Bond ETF worth $301K as of Q3 2026.
  • Venture Visionary Partners sold 261 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $26.2K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.01% of Venture Visionary Partners's portfolio in Q3 2026, its #573 holding.
  • Venture Visionary Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Venture Visionary Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $328K in Q2 2026.
  • 70 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.