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

Creative Planning’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	$50.8M	Buy	504,664 +146,567	+41%	+$14.7M	0.03%	242
2026 Q1	$36M	Sell	358,097 -80,718	-18%	-$8.11M	0.02%	275
2025 Q4	$44M	Buy	438,815 +69,287	+19%	+$6.96M	0.03%	221
2025 Q3	$37.2M	Sell	369,528 -56,246	-13%	-$5.66M	0.03%	241
2025 Q2	$42.9M	Sell	425,774 -37,707	-8%	-$3.79M	0.04%	199
2025 Q1	$46.7M	Buy	463,481 +18,378	+4%	+$1.85M	0.04%	170
2024 Q4	$44.7M	Buy	445,103 +79,882	+22%	+$8.02M	0.04%	164
2024 Q3	$36.8M	Sell	365,221 -22,742	-6%	-$2.29M	0.04%	186
2024 Q2	$39.1M	Buy	387,963 +44,196	+13%	+$4.44M	0.04%	168
2024 Q1	$34.6M	Buy	343,767 +187,593	+120%	+$18.9M	0.04%	175
2023 Q4	$15.7M	Buy	156,174 +28,065	+22%	+$2.82M	0.03%	295
2023 Q3	$12.9M	Buy	128,109 +79,671	+164%	+$8M	0.02%	308
2023 Q2	$4.87M	Buy	48,438 +20,773	+75%	+$2.09M	0.01%	530
2023 Q1	$2.78M	Buy	+27,665	New	+$2.78M	﹤0.01%	670
2021 Q2	–	Sell	-5,329	Closed	-$533K	–	2516
2021 Q1	$533K	Sell	5,329 -3,700	-41%	-$370K	﹤0.01%	1397
2020 Q4	$903K	Sell	9,029 -180	-2%	-$18K	﹤0.01%	1002
2020 Q3	$921K	Buy	+9,209	New	+$921K	﹤0.01%	838

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 Planning's SGOV Position: Q2 2026 in Review

Creative Planning increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 41% in Q2 2026, buying an estimated $14.7M and bringing the position to 504,664 shares worth $50.8M. The position accounts for 0.03% of the portfolio, ranked #242.

Creative Planning first reported a position in SGOV in Q3 2020 and has held it in 17 quarters since. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Creative Planning held 504,664 shares of iShares 0-3 Month Treasury Bond ETF worth $50.8M as of Q2 2026.
Creative Planning bought 146,567 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $14.7M.
iShares 0-3 Month Treasury Bond ETF made up 0.03% of Creative Planning's portfolio in Q2 2026, its #242 holding.
Creative Planning first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2020 and has held it in 17 quarters since.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.