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Vista Investment Partners II’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Vista Investment Partners II’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 		$3.38M Buy
+33,614
New +$3.38M 1.33% 19

Other funds holding SGOV

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CVM
Cheviot Value Management Beverly Hills, California $984M AUM 24.46% 1-Year Est. Return

Vista Investment Partners II's SGOV Position: Q2 2026 in Review

Vista Investment Partners II opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 33,614 shares worth $3.38M. The stake represents 1.33% of the portfolio and ranks #19 among its holdings.

798 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Vista Investment Partners II held 33,614 shares of iShares 0-3 Month Treasury Bond ETF worth $3.38M as of Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF was a new Vista Investment Partners II position in Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF made up 1.33% of Vista Investment Partners II's portfolio in Q2 2026, its #19 holding.
  • 798 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.