Creative Planning
SGOV icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Creative Planning's SGOV Position: Q1 2026 in Review

Creative Planning reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 18% in Q1 2026, selling an estimated $8.11M and leaving 358,097 shares worth $36M. The position accounts for 0.02% of the portfolio, ranked #275.

Creative Planning first reported a position in SGOV in Q3 2020 and has held it in 16 quarters since. The position peaked at $46.7M in Q1 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

  • Creative Planning held 358,097 shares of iShares 0-3 Month Treasury Bond ETF worth $36M as of Q1 2026.
  • Creative Planning sold 80,718 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $8.11M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.02% of Creative Planning's portfolio in Q1 2026, its #275 holding.
  • Creative Planning first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2020 and has held it in 16 quarters since.
  • Creative Planning's iShares 0-3 Month Treasury Bond ETF position peaked at $46.7M in Q1 2025.
  • 1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.