KGC
SGOV icon

Kennon-Green & Company’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Kennon-Green & Company’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
Q3 		$2.32M Sell
23,026
-13,154
-36% -$1.32M 1.78% 22
2026
Q2 		$3.64M Buy
36,180
+31,881
+742% +$3.21M 2.84% 14
2026
Q1 		$433K Buy
4,299
+977
+29% +$98.2K 0.35% 35
2025
Q4 		$333K Buy
+3,322
New +$334K 0.26% 35

Other funds holding SGOV

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
DWMS
Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 16.39% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Kennon-Green & Company's SGOV Position: Q3 2026 in Review

Kennon-Green & Company reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 36% in Q3 2026, selling an estimated $1.32M and leaving 23,026 shares worth $2.32M. The position accounts for 1.78% of the portfolio, ranked #22.

Kennon-Green & Company first reported a position in SGOV in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.64M in Q2 2026. 70 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

  • Kennon-Green & Company held 23,026 shares of iShares 0-3 Month Treasury Bond ETF worth $2.32M as of Q3 2026.
  • Kennon-Green & Company sold 13,154 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $1.32M.
  • iShares 0-3 Month Treasury Bond ETF made up 1.78% of Kennon-Green & Company's portfolio in Q3 2026, its #22 holding.
  • Kennon-Green & Company first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Kennon-Green & Company's iShares 0-3 Month Treasury Bond ETF position peaked at $3.64M in Q2 2026.
  • 70 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Kennon-Green & Company's 13F filing for Q3 2026, filed 5 Oct 2026.