KCM
SGOV icon

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

Key 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 		$24.5K Buy
243
+95
+64% +$9.55K 0.01% 233
2026
Q1 		$14.9K Buy
148
+90
+155% +$9.05K 0.01% 264
2025
Q4 		$5.82K Buy
+58
New +$5.83K 0.01% 303

Other funds holding SGOV

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CVM
Cheviot Value Management Beverly Hills, California $984M AUM 24.46% 1-Year Est. Return

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

Key Capital Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 64% in Q2 2026, buying an estimated $9.55K and bringing the position to 243 shares worth $24.5K. The position accounts for 0.01% of the portfolio, ranked #233.

Key Capital Management first reported a position in SGOV in Q4 2025 and has held it in 3 quarters since. 798 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Key Capital Management held 243 shares of iShares 0-3 Month Treasury Bond ETF worth $24.5K as of Q2 2026.
  • Key Capital Management bought 95 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $9.55K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.01% of Key Capital Management's portfolio in Q2 2026, its #233 holding.
  • Key Capital Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 798 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.