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

Vontobel Holding’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
2025 Q2	–	Sell	-5,497	Closed	-$553K	–	1305
2025 Q1	$553K	Sell	5,497 -4,503	-45%	-$453K	﹤0.01%	753
2024 Q4	$1M	Buy	+10,000	New	+$1M	﹤0.01%	588
2024 Q3	–	Sell	-36,293	Closed	-$3.66M	–	1125
2024 Q2	$3.66M	Sell	36,293 -3,878	-10%	-$390K	0.01%	348
2024 Q1	$4.05M	Buy	40,171 +4,967	+14%	+$499K	0.03%	344
2023 Q4	$3.53M	Buy	35,204 +5,374	+18%	+$540K	0.03%	350
2023 Q3	$3M	Hold	29,830	–	–	0.03%	361
2023 Q2	$3M	Buy	+29,830	New	+$3M	0.03%	372

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PFM

Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Vontobel Holding's SGOV Position: Q2 2025 in Review

Vontobel Holding sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2025, closing a stake of 5,497 shares — an estimated $553K sold.

Vontobel Holding first reported a position in SGOV in Q2 2023 and held it in 7 quarters. The position peaked at $4.05M in Q1 2024. 925 funds tracked by Wall St. Rank hold SGOV as of Q2 2025.

Vontobel Holding reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Vontobel Holding sold 5,497 iShares 0-3 Month Treasury Bond ETF shares in Q2 2025, an estimated $553K.
Vontobel Holding first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and held it in 7 quarters.
Vontobel Holding's iShares 0-3 Month Treasury Bond ETF position peaked at $4.05M in Q1 2024.
925 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2025.

Based on Vontobel Holding's 13F filing for Q2 2025, filed 23 Jul 2025.