Vise Technologies’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Vise Technologies’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	$162M	Buy	1,609,405 +1,453,600	+933%	+$146M	1.84%	7
2026 Q1	$15.6M	Hold	155,805	–	–	0.31%	59
2025 Q4	$15.6M	Buy	155,805 +130,643	+519%	+$13.1M	0.31%	59
2025 Q3	$2.53M	Buy	25,162 +21,581	+603%	+$2.17M	0.09%	208
2025 Q2	$361K	Buy	+3,581	New	+$360K	0.01%	763
2024 Q4	$1.49M	Buy	+14,897	New	+$1.5M	0.12%	173
2023 Q4	–	Sell	-20,611	Closed	-$2.07M	–	363
2023 Q3	$2.07M	Buy	20,611 +15,369	+293%	+$1.54M	0.51%	46
2023 Q2	$528K	Buy	+5,242	New	+$526K	0.13%	169

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

Vise Technologies's SGOV Position: Q2 2026 in Review

Vise Technologies increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 933% in Q2 2026, buying an estimated $146M and bringing the position to 1,609,405 shares worth $162M. The position accounts for 1.84% of the portfolio, ranked #7.

Vise Technologies first reported a position in SGOV in Q2 2023 and has held it in 8 quarters since. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Vise Technologies held 1,609,405 shares of iShares 0-3 Month Treasury Bond ETF worth $162M as of Q2 2026.
Vise Technologies bought 1,453,600 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $146M.
iShares 0-3 Month Treasury Bond ETF made up 1.84% of Vise Technologies's portfolio in Q2 2026, its #7 holding.
Vise Technologies first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and has held it in 8 quarters since.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.