Fisher Asset Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Fisher Asset 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	$478K	Sell	4,751 -9,976	-68%	-$1M	﹤0.01%	822
2026 Q1	$1.48M	Buy	14,727 +11,274	+326%	+$1.13M	﹤0.01%	627
2025 Q4	$347K	Sell	3,453 -2,598	-43%	-$261K	﹤0.01%	859
2025 Q3	$609K	Sell	6,051 -5,651	-48%	-$568K	﹤0.01%	748
2025 Q2	$1.18M	Buy	11,702 +7,763	+197%	+$780K	﹤0.01%	674
2025 Q1	$397K	Buy	+3,939	New	+$396K	﹤0.01%	838
2024 Q3	–	Sell	-3,490	Closed	-$351K	–	1001
2024 Q2	$351K	Buy	+3,490	New	+$351K	﹤0.01%	852
2022 Q3	–	Sell	-3,064	Closed	-$307K	–	986
2022 Q2	$307K	Buy	+3,064	New	+$307K	﹤0.01%	790

Other funds holding SGOV

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

Fisher Asset Management's SGOV Position: Q2 2026 in Review

Fisher Asset Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 68% in Q2 2026, selling an estimated $1M and leaving 4,751 shares worth $478K. The position accounts for ﹤0.01% of the portfolio, ranked #822.

Fisher Asset Management first reported a position in SGOV in Q2 2022 and has held it in 8 quarters since. The position peaked at $1.48M in Q1 2026. 864 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Fisher Asset Management held 4,751 shares of iShares 0-3 Month Treasury Bond ETF worth $478K as of Q2 2026.
Fisher Asset Management sold 9,976 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1M.
iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of Fisher Asset Management's portfolio in Q2 2026, its #822 holding.
Fisher Asset Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and has held it in 8 quarters since.
Fisher Asset Management's iShares 0-3 Month Treasury Bond ETF position peaked at $1.48M in Q1 2026.
864 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Fisher Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.