Clear Creek Financial Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Clear Creek Financial 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	$9.48M	Buy	94,120 +13,658	+17%	+$1.37M	0.61%	37
2026 Q1	$8.1M	Sell	80,462 -1,895	-2%	-$190K	0.62%	34
2025 Q4	$8.27M	Buy	82,357 +12,546	+18%	+$1.26M	0.67%	32
2025 Q3	$7.03M	Sell	69,811 -28,116	-29%	-$2.83M	0.61%	32
2025 Q2	$9.86M	Buy	97,927 +2,838	+3%	+$285K	0.94%	18
2025 Q1	$9.57M	Buy	95,089 +18,534	+24%	+$1.86M	0.99%	17
2024 Q4	$7.68M	Sell	76,555 -13,867	-15%	-$1.39M	0.83%	31
2024 Q3	$9.11M	Buy	90,422 +13,531	+18%	+$1.36M	1.03%	17
2024 Q2	$7.74M	Sell	76,891 -6,131	-7%	-$616K	0.94%	23
2024 Q1	$8.36M	Sell	83,022 -235,466	-74%	-$23.7M	1.07%	17
2023 Q4	$31.9M	Sell	318,488 -25,856	-8%	-$2.6M	5.07%	4
2023 Q3	$34.7M	Buy	344,344 +23,187	+7%	+$2.33M	6.08%	2
2023 Q2	$32.3M	Buy	321,157 +12,964	+4%	+$1.3M	5.6%	1
2023 Q1	$31M	Buy	308,193 +94,608	+44%	+$9.49M	5.89%	1
2022 Q4	$21.4M	Buy	213,585 +207,712	+3,537%	+$20.8M	4.7%	1
2022 Q3	$589K	Buy	5,873 +2,468	+72%	+$247K	0.13%	127
2022 Q2	$341K	Buy	+3,405	New	+$341K	0.07%	195

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

Clear Creek Financial Management's SGOV Position: Q2 2026 in Review

Clear Creek Financial Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 17% in Q2 2026, buying an estimated $1.37M and bringing the position to 94,120 shares worth $9.48M. The position accounts for 0.61% of the portfolio, ranked #37.

Clear Creek Financial Management first reported a position in SGOV in Q2 2022 and has held it in 17 quarters since. The position peaked at $34.7M in Q3 2023. 1,308 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Clear Creek Financial Management held 94,120 shares of iShares 0-3 Month Treasury Bond ETF worth $9.48M as of Q2 2026.
Clear Creek Financial Management bought 13,658 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.37M.
iShares 0-3 Month Treasury Bond ETF made up 0.61% of Clear Creek Financial Management's portfolio in Q2 2026, its #37 holding.
Clear Creek Financial Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and has held it in 17 quarters since.
Clear Creek Financial Management's iShares 0-3 Month Treasury Bond ETF position peaked at $34.7M in Q3 2023.
1,308 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.