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 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 $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Clear Creek Financial Management's SGOV Position: Q1 2026 in Review

Clear Creek Financial Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 2.3% in Q1 2026, selling an estimated $190K and leaving 80,462 shares worth $8.1M. The position accounts for 0.62% of the portfolio, ranked #34.

Clear Creek Financial Management first reported a position in SGOV in Q2 2022 and has held it in 16 quarters since. The position peaked at $34.7M in Q3 2023. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Clear Creek Financial Management held 80,462 shares of iShares 0-3 Month Treasury Bond ETF worth $8.1M as of Q1 2026.
Clear Creek Financial Management sold 1,895 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $190K.
iShares 0-3 Month Treasury Bond ETF made up 0.62% of Clear Creek Financial Management's portfolio in Q1 2026, its #34 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 16 quarters since.
Clear Creek Financial Management's iShares 0-3 Month Treasury Bond ETF position peaked at $34.7M in Q3 2023.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.