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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Vise Technologies's SGOV Position: Q1 2026 in Review

Vise Technologies held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q1 2026 at 155,805 shares worth $15.6M. The position accounts for 0.31% of the portfolio, ranked #59.

Vise Technologies first reported a position in SGOV in Q2 2023 and has held it in 7 quarters since. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Vise Technologies held 155,805 shares of iShares 0-3 Month Treasury Bond ETF worth $15.6M as of Q1 2026.
  • Vise Technologies left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares 0-3 Month Treasury Bond ETF made up 0.31% of Vise Technologies's portfolio in Q1 2026, its #59 holding.
  • Vise Technologies first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and has held it in 7 quarters since.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.