Ken Fisher's SGOV Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 6,051 shares of iShares 0-3 Month Treasury Bond ETF (SGOV) worth $609,412, representing 0.00% of the portfolio. First purchased in 2022-Q2, this medium-term investment has been held for 14 quarters.
Based on 13F filings, Ken Fisher has maintained a strategic position in SGOV, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2025, adding 7,763 shares. Largest reduction occurred in Q3 2025, reducing 5,651 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's iShares 0-3 Month Treasury Bond ETF (SGOV) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares 0-3 Month Treasury Bond ETF (SGOV) Trades by Ken Fisher
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2022 | +3,064 | New Buy | 3,064 | $100.20 |
| Q3 2022 | -3,064 | Sold Out | 3,064 | $0.00 |
| Q2 2024 | +3,490 | New Buy | 3,490 | $100.71 |
| Q3 2024 | -3,490 | Sold Out | 3,490 | $0.00 |
| Q1 2025 | +3,939 | New Buy | 3,939 | $100.68 |
| Q2 2025 | +7,763 | Add 197.08% | 11,702 | $100.70 |
| Q3 2025 | -5,651 | Reduce 48.29% | 6,051 | $100.71 |
Ken Fisher's iShares 0-3 Month Treasury Bond ETF Investment FAQs
Ken Fisher first purchased iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2022, acquiring 3,064 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held iShares 0-3 Month Treasury Bond ETF (SGOV) for 14 quarters since Q2 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher's largest addition to iShares 0-3 Month Treasury Bond ETF (SGOV) was in Q2 2025, adding 11,702 shares worth $1.18 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 6,051 shares of iShares 0-3 Month Treasury Bond ETF (SGOV), valued at approximately $609,412. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, iShares 0-3 Month Treasury Bond ETF (SGOV) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher's peak holding in iShares 0-3 Month Treasury Bond ETF (SGOV) was 11,702 shares, as reported at the end of Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.