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 Q2	$2.38M	Buy	23,621 +14,685	+164%	+$1.48M	0.05%	324
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 $1.55T 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

CreativeOne Wealth's SGOV Position: Q2 2026 in Review

CreativeOne Wealth increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 164% in Q2 2026, buying an estimated $1.48M and bringing the position to 23,621 shares worth $2.38M. The position accounts for 0.05% of the portfolio, ranked #324.

CreativeOne Wealth first reported a position in SGOV in Q3 2023 and has held it in 12 quarters since. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

CreativeOne Wealth held 23,621 shares of iShares 0-3 Month Treasury Bond ETF worth $2.38M as of Q2 2026.
CreativeOne Wealth bought 14,685 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.48M.
iShares 0-3 Month Treasury Bond ETF made up 0.05% of CreativeOne Wealth's portfolio in Q2 2026, its #324 holding.
CreativeOne Wealth first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.