Wisconsin Capital Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Wisconsin Capital Management’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	$2.64M	Buy	26,251 +1,103	+4%	+$111K	1.25%	22
2026 Q1	$2.53M	Sell	25,148 -7,424	-23%	-$746K	1.39%	22
2025 Q4	$3.27M	Sell	32,572 -2,289	-7%	-$230K	1.65%	19
2025 Q3	$3.51M	Buy	34,861 +672	+2%	+$67.6K	1.79%	20
2025 Q2	$3.44M	Sell	34,189 -7,799	-19%	-$784K	1.9%	19
2025 Q1	$4.23M	Sell	41,988 -44	-0.1%	-$4.42K	2.69%	15
2024 Q4	$4.22M	Sell	42,032 -1,805	-4%	-$181K	2.32%	21
2024 Q3	$4.42M	Buy	43,837 +4,468	+11%	+$449K	2.32%	19
2024 Q2	$3.96M	Buy	39,369 +1,006	+3%	+$101K	2.01%	24
2024 Q1	$3.86M	Sell	38,363 -11,656	-23%	-$1.17M	2.03%	24
2023 Q4	$5.02M	Buy	50,019 +9,418	+23%	+$946K	2.98%	10
2023 Q3	$4.09M	Buy	40,601 +12,691	+45%	+$1.27M	2.7%	13
2023 Q2	$2.81M	Buy	27,910 +3,450	+14%	+$346K	1.82%	24
2023 Q1	$2.46M	Buy	+24,460	New	+$2.45M	1.68%	26

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

Wisconsin Capital Management's SGOV Position: Q2 2026 in Review

Wisconsin Capital Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 4.4% in Q2 2026, buying an estimated $111K and bringing the position to 26,251 shares worth $2.64M. The position accounts for 1.25% of the portfolio, ranked #22.

Wisconsin Capital Management first reported a position in SGOV in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.02M in Q4 2023. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Wisconsin Capital Management held 26,251 shares of iShares 0-3 Month Treasury Bond ETF worth $2.64M as of Q2 2026.
Wisconsin Capital Management bought 1,103 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $111K.
iShares 0-3 Month Treasury Bond ETF made up 1.25% of Wisconsin Capital Management's portfolio in Q2 2026, its #22 holding.
Wisconsin Capital Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
Wisconsin Capital Management's iShares 0-3 Month Treasury Bond ETF position peaked at $5.02M in Q4 2023.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Wisconsin Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.