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Kennicott Capital Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Kennicott Capital 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 		$15.1M Sell
149,832
-7,516
-5% -$756K 6.99% 5
2026
Q1 		$15.8M Buy
157,348
+9,575
+6% +$963K 8.65% 5
2025
Q4 		$14.8M Sell
147,773
-33,723
-19% -$3.39M 7.19% 5
2025
Q3 		$18.3M Buy
+181,496
New +$18.2M 8.82% 4

Other funds holding SGOV

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Kennicott Capital Management's SGOV Position: Q2 2026 in Review

Kennicott Capital Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 4.8% in Q2 2026, selling an estimated $756K and leaving 149,832 shares worth $15.1M. The position accounts for 6.99% of the portfolio, ranked #5.

Kennicott Capital Management first reported a position in SGOV in Q3 2025 and has held it in 4 quarters since. The position peaked at $18.3M in Q3 2025. 429 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Kennicott Capital Management held 149,832 shares of iShares 0-3 Month Treasury Bond ETF worth $15.1M as of Q2 2026.
  • Kennicott Capital Management sold 7,516 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $756K.
  • iShares 0-3 Month Treasury Bond ETF made up 6.99% of Kennicott Capital Management's portfolio in Q2 2026, its #5 holding.
  • Kennicott Capital Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Kennicott Capital Management's iShares 0-3 Month Treasury Bond ETF position peaked at $18.3M in Q3 2025.
  • 429 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Kennicott Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.