Creekmur Asset Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Creekmur Asset Management’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
2025 Q3	$86.7K	Sell	861 -134	-13%	-$13.5K	0.01%	285
2025 Q2	$100K	Buy	995 +97	+11%	+$9.75K	0.02%	271
2025 Q1	$90.4K	Buy	898 +445	+98%	+$44.7K	0.02%	252
2024 Q4	$45.4K	Sell	453 -29	-6%	-$2.91K	0.01%	250
2024 Q3	$48.6K	Sell	482 -785	-62%	-$78.9K	0.01%	244
2024 Q2	$128K	Sell	1,267 -4,929	-80%	-$495K	0.03%	154
2024 Q1	$624K	Sell	6,196 -13,748	-69%	-$1.38M	0.21%	56
2023 Q4	$2M	Buy	+19,944	New	+$2M	0.62%	25

Other funds holding SGOV

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

PFM

Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Creekmur Asset Management's SGOV Position: Q3 2025 in Review

Creekmur Asset Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 13% in Q3 2025, selling an estimated $13.5K and leaving 861 shares worth $86.7K. The position accounts for 0.01% of the portfolio, ranked #285.

Creekmur Asset Management first reported a position in SGOV in Q4 2023 and has held it in 8 quarters since. The position peaked at $2M in Q4 2023. 991 funds tracked by Wall St. Rank hold SGOV as of Q3 2025.

Creekmur Asset Management held 861 shares of iShares 0-3 Month Treasury Bond ETF worth $86.7K as of Q3 2025.
Creekmur Asset Management sold 134 iShares 0-3 Month Treasury Bond ETF shares in Q3 2025, an estimated $13.5K.
iShares 0-3 Month Treasury Bond ETF made up 0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #285 holding.
Creekmur Asset Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's iShares 0-3 Month Treasury Bond ETF position peaked at $2M in Q4 2023.
991 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.