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 Q3	$2.13M	Sell	21,188 -3,196	-13%	-$321K	0.3%	19
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

Crane Advisory's SGOV Position: Q3 2026 in Review

Crane Advisory reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 13% in Q3 2026, selling an estimated $321K and leaving 21,188 shares worth $2.13M. The position accounts for 0.3% of the portfolio, ranked #19.

Crane Advisory first reported a position in SGOV in Q3 2022 and has held it in 13 quarters since. The position peaked at $45.5M in Q4 2022. 166 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

Crane Advisory held 21,188 shares of iShares 0-3 Month Treasury Bond ETF worth $2.13M as of Q3 2026.
Crane Advisory sold 3,196 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $321K.
iShares 0-3 Month Treasury Bond ETF made up 0.3% of Crane Advisory's portfolio in Q3 2026, its #19 holding.
Crane Advisory first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and has held it in 13 quarters since.
Crane Advisory's iShares 0-3 Month Treasury Bond ETF position peaked at $45.5M in Q4 2022.
166 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Crane Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.