Creative Financial Designs’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Creative Financial Designs’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	$2.26M	Buy	22,491 +10,141	+82%	+$1.02M	0.11%	174
2026 Q1	$1.24M	Buy	12,350 +10,793	+693%	+$1.08M	0.08%	208
2025 Q4	$156K	Buy	1,557 +468	+43%	+$47K	0.01%	538
2025 Q3	$110K	Sell	1,089 -12	-1%	-$1.21K	0.01%	620
2025 Q2	$111K	Buy	1,101 +9	+0.8%	+$905	0.01%	644
2025 Q1	$110K	Buy	1,092 +5	+0.5%	+$503	0.01%	589
2024 Q4	$109K	Buy	1,087 +1,066	+5,076%	+$107K	0.01%	579
2024 Q3	$2.12K	Buy	+21	New	+$2.11K	﹤0.01%	1526

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

Creative Financial Designs's SGOV Position: Q2 2026 in Review

Creative Financial Designs increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 82% in Q2 2026, buying an estimated $1.02M and bringing the position to 22,491 shares worth $2.26M. The position accounts for 0.11% of the portfolio, ranked #174.

Creative Financial Designs first reported a position in SGOV in Q3 2024 and has held it in 8 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Creative Financial Designs held 22,491 shares of iShares 0-3 Month Treasury Bond ETF worth $2.26M as of Q2 2026.
Creative Financial Designs bought 10,141 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.02M.
iShares 0-3 Month Treasury Bond ETF made up 0.11% of Creative Financial Designs's portfolio in Q2 2026, its #174 holding.
Creative Financial Designs first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.