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Crescent Grove Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Crescent Grove Advisors’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 		$14.1M Sell
139,719
-40,415
-22% -$4.06M 1.17% 21
2026
Q1 		$18.1M Sell
180,134
-25,022
-12% -$2.52M 1.74% 15
2025
Q4 		$20.6M Buy
205,156
+68,167
+50% +$6.85M 1.91% 13
2025
Q3 		$13.8M Sell
136,989
-11,885
-8% -$1.2M 1.31% 20
2025
Q2 		$15M Buy
148,874
+24,795
+20% +$2.49M 1.45% 21
2025
Q1 		$12.5M Sell
124,079
-18,695
-13% -$1.88M 1.3% 22
2024
Q4 		$14.3M Sell
142,774
-2,379
-2% -$239K 1.42% 18
2024
Q3 		$14.6M Sell
145,153
-19,471
-12% -$1.96M 1.49% 20
2024
Q2 		$16.6M Buy
164,624
+11,150
+7% +$1.12M 1.82% 14
2024
Q1 		$15.5M Buy
153,474
+46,732
+44% +$4.7M 1.61% 16
2023
Q4 		$10.7M Buy
106,742
+14,294
+15% +$1.44M 1.19% 22
2023
Q3 		$9.31M Buy
92,448
+63,608
+221% +$6.39M 1.16% 20
2023
Q2 		$2.9M Sell
28,840
-1,434
-5% -$144K 0.31% 57
2023
Q1 		$3.04M Buy
30,274
+21,470
+244% +$2.15M 0.35% 50
2022
Q4 		$882K Buy
+8,804
New +$882K 0.09% 122

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Crescent Grove Advisors's SGOV Position: Q2 2026 in Review

Crescent Grove Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 22% in Q2 2026, selling an estimated $4.06M and leaving 139,719 shares worth $14.1M. The position accounts for 1.17% of the portfolio, ranked #21.

Crescent Grove Advisors first reported a position in SGOV in Q4 2022 and has held it in 15 quarters since. The position peaked at $20.6M in Q4 2025. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Crescent Grove Advisors held 139,719 shares of iShares 0-3 Month Treasury Bond ETF worth $14.1M as of Q2 2026.
  • Crescent Grove Advisors sold 40,415 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $4.06M.
  • iShares 0-3 Month Treasury Bond ETF made up 1.17% of Crescent Grove Advisors's portfolio in Q2 2026, its #21 holding.
  • Crescent Grove Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Crescent Grove Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $20.6M in Q4 2025.
  • 1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.