Ken Fisher
SGOV icon

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

Ken Fisher’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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ken Fisher's SGOV Position: Q1 2026 in Review

Ken Fisher increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 326% in Q1 2026, buying an estimated $1.13M and bringing the position to 14,727 shares worth $1.48M. The position accounts for ﹤0.01% of the portfolio, ranked #627.

Ken Fisher first reported a position in SGOV in Q2 2022 and has held it in 7 quarters since. 1,213 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Ken Fisher held 14,727 shares of iShares 0-3 Month Treasury Bond ETF worth $1.48M as of Q1 2026.
  • Ken Fisher bought 11,274 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $1.13M.
  • iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #627 holding.
  • Ken Fisher first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and has held it in 7 quarters since.
  • 1,213 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.