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 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 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

Crescent Grove Advisors's SGOV Position: Q1 2026 in Review

Crescent Grove Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 12% in Q1 2026, selling an estimated $2.52M and leaving 180,134 shares worth $18.1M. The position accounts for 1.74% of the portfolio, ranked #15.

Crescent Grove Advisors first reported a position in SGOV in Q4 2022 and has held it in 14 quarters since. The position peaked at $20.6M in Q4 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Crescent Grove Advisors held 180,134 shares of iShares 0-3 Month Treasury Bond ETF worth $18.1M as of Q1 2026.
Crescent Grove Advisors sold 25,022 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $2.52M.
iShares 0-3 Month Treasury Bond ETF made up 1.74% of Crescent Grove Advisors's portfolio in Q1 2026, its #15 holding.
Crescent Grove Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
Crescent Grove Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $20.6M 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 Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.