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

KG&L 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
Q1 		– Sell
-2,770
Closed -$278K – 196
2025
Q4 		$278K Buy
+2,770
New +$278K 0.07% 181

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HCM
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Morgan Stanley
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CBU
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Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KG&L Capital Management's SGOV Position: Q1 2026 in Review

KG&L Capital Management sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2026, closing a stake of 2,770 shares — an estimated $278K sold.

KG&L Capital Management first reported a position in SGOV in Q4 2025 and held it in 1 quarter. The position peaked at $278K in Q4 2025. 1,219 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • KG&L Capital Management reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • KG&L Capital Management sold 2,770 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $278K.
  • KG&L Capital Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and held it in 1 quarter.
  • KG&L Capital Management's iShares 0-3 Month Treasury Bond ETF position peaked at $278K in Q4 2025.
  • 1,219 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on KG&L Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.