CreativeOne Wealth’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

CreativeOne Wealth’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	$900K	Sell	8,936 -3,301	-27%	-$332K	0.02%	611
2025 Q4	$1.23M	Buy	12,237 +3,852	+46%	+$387K	0.03%	475
2025 Q3	$844K	Buy	8,385 +3,642	+77%	+$366K	0.02%	608
2025 Q2	$478K	Buy	4,743 +1,190	+33%	+$120K	0.01%	762
2025 Q1	$358K	Buy	3,553 +776	+28%	+$78K	0.01%	803
2024 Q4	$279K	Sell	2,777 -1,321	-32%	-$133K	0.01%	910
2024 Q3	$413K	Sell	4,098 -508	-11%	-$51.1K	0.01%	692
2024 Q2	$464K	Buy	4,606 +315	+7%	+$31.7K	0.02%	495
2024 Q1	$432K	Sell	4,291 -1,157	-21%	-$116K	0.02%	608
2023 Q4	$546K	Buy	5,448 +571	+12%	+$57.3K	0.04%	351
2023 Q3	$491K	Buy	+4,877	New	+$490K	0.04%	340

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CreativeOne Wealth's SGOV Position: Q1 2026 in Review

CreativeOne Wealth reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 27% in Q1 2026, selling an estimated $332K and leaving 8,936 shares worth $900K. The position accounts for 0.02% of the portfolio, ranked #611.

CreativeOne Wealth first reported a position in SGOV in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.23M in Q4 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

CreativeOne Wealth held 8,936 shares of iShares 0-3 Month Treasury Bond ETF worth $900K as of Q1 2026.
CreativeOne Wealth sold 3,301 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $332K.
iShares 0-3 Month Treasury Bond ETF made up 0.02% of CreativeOne Wealth's portfolio in Q1 2026, its #611 holding.
CreativeOne Wealth first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 11 quarters since.
CreativeOne Wealth's iShares 0-3 Month Treasury Bond ETF position peaked at $1.23M in Q4 2025.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.