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
2026 Q2	–	Sell	-11,267	Closed	-$1.13M	–	270
2026 Q1	$1.13M	Buy	11,267 +6,295	+127%	+$633K	0.01%	139
2025 Q4	$499K	Hold	4,972	–	–	﹤0.01%	172
2025 Q3	$501K	Hold	4,972	–	–	﹤0.01%	188
2025 Q2	$501K	Sell	4,972 -18,327	-79%	-$1.84M	﹤0.01%	193
2025 Q1	$2.35M	Buy	23,299 +17,730	+318%	+$1.78M	0.01%	82
2024 Q4	$559K	Sell	5,569 -12,957	-70%	-$1.3M	﹤0.01%	120
2024 Q3	$1.87M	Buy	18,526 +8,192	+79%	+$824K	﹤0.01%	91
2024 Q2	$1.04M	Buy	10,334 +6,859	+197%	+$689K	﹤0.01%	100
2024 Q1	$350K	Sell	3,475 -1,530	-31%	-$154K	﹤0.01%	103
2023 Q4	$67.9M	Buy	+5,005	New	+$503K	0.16%	41

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

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

Polen Capital Management sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026, closing a stake of 11,267 shares — an estimated $1.13M sold.

Polen Capital Management first reported a position in SGOV in Q4 2023 and held it in 10 quarters. The position peaked at $67.9M in Q4 2023. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Polen Capital Management reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Polen Capital Management sold 11,267 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.13M.
Polen Capital Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and held it in 10 quarters.
Polen Capital Management's iShares 0-3 Month Treasury Bond ETF position peaked at $67.9M in Q4 2023.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.