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

Cliff Asness’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	$55.5M	Buy	550,965 +253,254	+85%	+$25.5M	0.02%	794
2026 Q1	$30M	Buy	297,711 +3,177	+1%	+$319K	0.01%	882
2025 Q4	$29.6M	Buy	294,534 +273,905	+1,328%	+$27.5M	0.02%	822
2025 Q3	$2.08M	Buy	20,629 +6,247	+43%	+$628K	﹤0.01%	1959
2025 Q2	$1.45M	Buy	14,382 +12,329	+601%	+$1.24M	﹤0.01%	1973
2025 Q1	$207K	Buy	+2,053	New	+$206K	﹤0.01%	2873

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

Cliff Asness's SGOV Position: Q2 2026 in Review

Cliff Asness increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 85% in Q2 2026, buying an estimated $25.5M and bringing the position to 550,965 shares worth $55.5M. The position accounts for 0.02% of the portfolio, ranked #794.

Cliff Asness first reported a position in SGOV in Q1 2025 and has held it in 6 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Cliff Asness held 550,965 shares of iShares 0-3 Month Treasury Bond ETF worth $55.5M as of Q2 2026.
Cliff Asness bought 253,254 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $25.5M.
iShares 0-3 Month Treasury Bond ETF made up 0.02% of Cliff Asness's portfolio in Q2 2026, its #794 holding.
Cliff Asness first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.