Crane Advisory’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Crane Advisory’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	$2.45M	Buy	24,384 +4,730	+24%	+$476K	0.35%	16
2026 Q1	$1.98M	Sell	19,654 -2,859	-13%	-$287K	0.3%	17
2025 Q4	$2.26M	Buy	22,513 +2,632	+13%	+$265K	0.34%	16
2025 Q3	$2M	Buy	19,881 +1,203	+6%	+$121K	0.31%	18
2025 Q2	$1.88M	Buy	+18,678	New	+$1.88M	0.31%	17
2025 Q1	–	Sell	-2,453	Closed	-$246K	–	46
2024 Q4	$246K	Buy	2,453 +149	+6%	+$15K	0.04%	40
2024 Q3	$231K	Sell	2,304 -10	-0.4%	-$1K	0.04%	40
2024 Q2	$232K	Buy	+2,314	New	+$233K	0.04%	39
2023 Q3	–	Sell	-2,871	Closed	-$288K	–	31
2023 Q2	$288K	Sell	2,871 -9,524	-77%	-$956K	0.08%	26
2023 Q1	$1.24M	Sell	12,395 -441,566	-97%	-$44.3M	0.42%	13
2022 Q4	$45.5M	Buy	453,961 +149,400	+49%	+$15M	18.45%	1
2022 Q3	$30.5M	Buy	+304,561	New	+$30.5M	15.66%	1

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

Crane Advisory's SGOV Position: Q2 2026 in Review

Crane Advisory increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 24% in Q2 2026, buying an estimated $476K and bringing the position to 24,384 shares worth $2.45M. The position accounts for 0.35% of the portfolio, ranked #16.

Crane Advisory first reported a position in SGOV in Q3 2022 and has held it in 12 quarters since. The position peaked at $45.5M in Q4 2022. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Crane Advisory held 24,384 shares of iShares 0-3 Month Treasury Bond ETF worth $2.45M as of Q2 2026.
Crane Advisory bought 4,730 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $476K.
iShares 0-3 Month Treasury Bond ETF made up 0.35% of Crane Advisory's portfolio in Q2 2026, its #16 holding.
Crane Advisory first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and has held it in 12 quarters since.
Crane Advisory's iShares 0-3 Month Treasury Bond ETF position peaked at $45.5M in Q4 2022.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Crane Advisory's 13F filing for Q2 2026, filed 20 Jul 2026.