Kane Investment Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Kane Investment 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	$2.77M	Buy	27,497 +7,108	+35%	+$715K	1.18%	17
2026 Q1	$2.01M	Sell	20,389 -4,446	-18%	-$447K	1.04%	20
2025 Q4	$2.49M	Sell	24,835 -18,026	-42%	-$1.81M	1.21%	17
2025 Q3	$4.32M	Buy	42,861 +16,902	+65%	+$1.7M	2.1%	7
2025 Q2	$2.66M	Buy	25,959 +17,886	+222%	+$1.8M	1.39%	12
2025 Q1	$813K	Buy	8,073 +4,206	+109%	+$423K	0.39%	49
2024 Q4	$388K	Buy	+3,867	New	+$388K	0.22%	79

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

Kane Investment Management's SGOV Position: Q2 2026 in Review

Kane Investment Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 35% in Q2 2026, buying an estimated $715K and bringing the position to 27,497 shares worth $2.77M. The position accounts for 1.18% of the portfolio, ranked #17.

Kane Investment Management first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.32M in Q3 2025. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Kane Investment Management held 27,497 shares of iShares 0-3 Month Treasury Bond ETF worth $2.77M as of Q2 2026.
Kane Investment Management bought 7,108 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $715K.
iShares 0-3 Month Treasury Bond ETF made up 1.18% of Kane Investment Management's portfolio in Q2 2026, its #17 holding.
Kane Investment Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Kane Investment Management's iShares 0-3 Month Treasury Bond ETF position peaked at $4.32M in Q3 2025.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

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