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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kennon-Green & Company's SGOV Position: Q2 2026 in Review

Kennon-Green & Company increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 742% in Q2 2026, buying an estimated $3.21M and bringing the position to 36,180 shares worth $3.64M. The position accounts for 2.84% of the portfolio, ranked #14.

Kennon-Green & Company first reported a position in SGOV in Q4 2025 and has held it in 3 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Kennon-Green & Company held 36,180 shares of iShares 0-3 Month Treasury Bond ETF worth $3.64M as of Q2 2026.
  • Kennon-Green & Company bought 31,881 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $3.21M.
  • iShares 0-3 Month Treasury Bond ETF made up 2.84% of Kennon-Green & Company's portfolio in Q2 2026, its #14 holding.
  • Kennon-Green & Company first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Kennon-Green & Company's 13F filing for Q2 2026, filed 6 Aug 2026.