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

Polen 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
2025
Q2 		$501K Sell
2025
Q1 		$2.35M Buy
2024
Q4 		$559K Sell
2024
Q3 		$1.87M Buy
2024
Q2 		$1.04M Buy
2024
Q1 		$350K Sell
2023
Q4 		$67.9M Buy