Ken Fisher's SGOV Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 14,727 shares of iShares 0-3 Month Treasury Bond ETF (SGOV) worth $1.48 M, representing 0.00% of the portfolio. First purchased in 2022-Q2, this medium-term investment has been held for 9 quarters.
Based on 13F filings, Ken Fisher has maintained a strategic position in SGOV, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 11,274 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +11,274 | Add 326.50% | 14,727 | $100.67 |
| Q4 2025 | -2,598 | Reduce 42.94% | 3,453 | $100.40 |
| Q3 2025 | -5,651 | Reduce 48.29% | 6,051 | $100.71 |
| Q2 2025 | +7,763 | Add 197.08% | 11,702 | $100.70 |
| Q1 2025 | +3,939 | New Buy | 3,939 | $100.68 |
| Q3 2024 | -3,490 | Sold Out | 0 | $0.00 |
| Q2 2024 | +3,490 | New Buy | 3,490 | $100.71 |
| Q3 2022 | -3,064 | Sold Out | 0 | $0.00 |
| Q2 2022 | +3,064 | New Buy | 3,064 | $100.20 |
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 9 quarters since Q2 2022.
Ken Fisher's largest addition to iShares 0-3 Month Treasury Bond ETF (SGOV) was in Q1 2026, adding 14,727 shares worth $1.48 M.
According to the latest 13F filing for Q1 2026, Ken Fisher's firm, Fisher Asset Management, LLC, owns 14,727 shares of iShares 0-3 Month Treasury Bond ETF (SGOV), valued at approximately $1.48 M.
As of the Q1 2026 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.
Ken Fisher's peak holding in iShares 0-3 Month Treasury Bond ETF (SGOV) was 14,727 shares, as reported at the end of Q1 2026.