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SGOV position history

The shares of iShares Trust (SGOV) that POLEN CAPITAL MANAGEMENT LLC reported in each quarter’s 13F.

Equity, 0-3 MNTH TREASRY

Shares held by quarter

New Add Reduce Exit

  1. 2023 Q4: 15,015 shares, $204M, 0.49% of portfolio, New
  2. 2024 Q1: 3,475 shares, $350K, <0.01% of portfolio, Reduce −76.9%
  3. 2024 Q2: 10,334 shares, $1M, <0.01% of portfolio, Add +197.4%
  4. 2024 Q3: 37,052 shares, $3.7M, <0.01% of portfolio, Add +258.5%
  5. 2024 Q4: 5,569 shares, $559K, <0.01% of portfolio, Reduce −85.0%
  6. 2025 Q1: 23,299 shares, $2.3M, <0.01% of portfolio, Add +318.4%
  7. 2025 Q2: 4,972 shares, $501K, <0.01% of portfolio, Reduce −78.7%
  8. 2025 Q3: 4,972 shares, $501K, <0.01% of portfolio
  9. 2025 Q4: 4,972 shares, $499K, <0.01% of portfolio
  10. 2026 Q1: 11,267 shares, $1.1M, <0.01% of portfolio, Add +126.6%
  11. 2026 Q2: not held, Exit
Holdings date Value % of holdings Shares Filing date All 13F holders