SGOV Stock Ownership Activity

ISHARES 0-3 MONTH TREASURY B 13F holders

4 value investing gurus have made changes to the ISHARES 0-3 MONTH TREASURY B (SGOV) position according to the gurus' latest SEC quarterly report(s). SGOV has been bought (as a new position) by 1 guru(s), the number of SGOV shares has been increased by 2, decreased by 1 super investor(s).

Which gurus or hedge funds are buying SGOV now?

According to the latest SEC filing(s) ISHARES 0-3 MONTH TREASURY B (SGOV) has been bought by 3 gurus: Josh Tarasoff - Greenlea Lane Capital Management (new buy), Christopher Bloomstran - Semper Augustus Investments Group (added shares +180.03%) and David M. Polen - Polen Capital Management (added shares +126.61%).

To see more about who is investing in ISHARES 0-3 MONTH TREASURY B (SGOV), please go to the SGOV ownership page.

History
Name
Company
%
Activity
Share
Change
% change to
Portfolio
% of
Portfolio
2026 Q1 (4 results)
Josh Tarasoff
Greenlea Lane Capital Management
buy
+383,000
+11.20%
11.20%
Christopher Bloomstran
Semper Augustus Investments Group
+180.03%
+6,375
+0.08%
0.12%
David M. Polen
Polen Capital Management
+126.61%
+6,295
+0.00%
0.01%
Norbert Lou
Punch Card Management
-18.73%
-106,000
-3.94%
17.11%
Current price: $100.42 0.24% AVG reported price*: $100.66
2025 Q4 (1 result)
Christopher Bloomstran
Semper Augustus Investments Group
-36.37%
-2,024
-0.02%
0.04%
Current price: $100.42 0.04% Reported price*: $100.38
2025 Q3 (1 result)
Christopher Bloomstran
Semper Augustus Investments Group
-31.53%
-2,563
-0.03%
0.07%
Current price: $100.42 0.28% Reported price*: $100.70
2025 Q2 (3 results)
Norbert Lou
Punch Card Management
-2.60%
-15,100
-0.49%
18.39%
Christopher Bloomstran
Semper Augustus Investments Group
-23.32%
-2,472
-0.04%
0.12%
David M. Polen
Polen Capital Management
-78.66%
-18,327
-0.01%
0.00%
Current price: $100.42 0.27% AVG reported price*: $100.69
2025 Q1 (2 results)
Christopher Bloomstran
Semper Augustus Investments Group
buy
+10,600
+0.17%
0.17%
David M. Polen
Polen Capital Management
+318.37%
+17,730
+0.01%
0.01%
Current price: $100.42 0.25% AVG reported price*: $100.67
2024 Q4 (1 result)
David M. Polen
Polen Capital Management
-69.94%
-12,957
-0.00%
0.00%
Current price: $100.42 0.10% Reported price*: $100.32
2024 Q3 (1 result)
David M. Polen
Polen Capital Management
+79.27%
+8,192
+0.00%
0.00%
Current price: $100.42 0.30% Reported price*: $100.72
2024 Q2 (2 results)
Norbert Lou
Punch Card Management
+2,215.14%
+556,000
+16.55%
17.30%
David M. Polen
Polen Capital Management
+197.38%
+6,859
+0.00%
0.00%
Current price: $100.42 0.29% AVG reported price*: $100.71
2024 Q1 (1 result)
David M. Polen
Polen Capital Management
-30.57%
-1,530
-0.00%
0.00%
Current price: $100.42 0.29% Reported price*: $100.71
2023 Q4 (1 result)
David M. Polen
Polen Capital Management
buy
+5,005
+0.16%
0.16%
Current price: $100.42 99.26% Reported price*: $13,558.17
2023 Q3 (1 result)
Norbert Lou
Punch Card Management
buy
+25,100
+0.73%
0.73%
Current price: $100.42 0.25% Reported price*: $100.67
18 of 18

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.