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

Kayne Anderson Rudnick 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	$572K	Buy	5,681 +1,399	+33%	+$141K	﹤0.01%	472
2026 Q1	$431K	Sell	4,282 -4,450	-51%	-$447K	﹤0.01%	447
2025 Q4	$877K	Buy	8,732 +1,691	+24%	+$170K	﹤0.01%	404
2025 Q3	$709K	Sell	7,041 -4,568	-39%	-$459K	﹤0.01%	410
2025 Q2	$1.17M	Sell	11,609 -4,383	-27%	-$441K	﹤0.01%	373
2025 Q1	$1.61M	Buy	15,992 +6,458	+68%	+$649K	﹤0.01%	357
2024 Q4	$956K	Buy	9,534 +5,849	+159%	+$588K	﹤0.01%	387
2024 Q3	$371K	Sell	3,685 -2,749	-43%	-$276K	﹤0.01%	414
2024 Q2	$648K	Buy	6,434 +2,619	+69%	+$263K	﹤0.01%	416
2024 Q1	$384K	Sell	3,815 -5,810	-60%	-$584K	﹤0.01%	427
2023 Q4	$965K	Sell	9,625 -16,543	-63%	-$1.66M	﹤0.01%	366
2023 Q3	$2.63M	Buy	+26,168	New	+$2.63M	0.01%	327

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

Kayne Anderson Rudnick Investment Management's SGOV Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 33% in Q2 2026, buying an estimated $141K and bringing the position to 5,681 shares worth $572K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Kayne Anderson Rudnick Investment Management first reported a position in SGOV in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.63M in Q3 2023. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Kayne Anderson Rudnick Investment Management held 5,681 shares of iShares 0-3 Month Treasury Bond ETF worth $572K as of Q2 2026.
Kayne Anderson Rudnick Investment Management bought 1,399 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $141K.
iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #472 holding.
Kayne Anderson Rudnick Investment Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
Kayne Anderson Rudnick Investment Management's iShares 0-3 Month Treasury Bond ETF position peaked at $2.63M in Q3 2023.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.