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

Cresset 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
2026 Q2	$85.2M	Buy	846,216 +59,826	+8%	+$6.01M	0.31%	53
2026 Q1	$79.2M	Sell	786,390 -152,138	-16%	-$15.3M	0.34%	47
2025 Q4	$94.2M	Sell	938,528 -143,343	-13%	-$14.4M	0.4%	40
2025 Q3	$109M	Sell	1,081,871 -509,132	-32%	-$51.2M	0.47%	34
2025 Q2	$160M	Buy	1,591,003 +231,442	+17%	+$23.3M	0.8%	19
2025 Q1	$137M	Buy	1,359,561 +461,590	+51%	+$46.4M	0.68%	22
2024 Q4	$90.1M	Sell	897,971 -55,916	-6%	-$5.62M	0.43%	36
2024 Q3	$96.1M	Buy	953,887 +21,062	+2%	+$2.12M	0.37%	40
2024 Q2	$93.9M	Buy	932,825 +46,871	+5%	+$4.71M	0.39%	38
2024 Q1	$89.2M	Sell	885,954 -9,270	-1%	-$932K	0.43%	36
2023 Q4	$89.8M	Buy	895,224 +149,619	+20%	+$15M	0.54%	29
2023 Q3	$75.1M	Buy	+745,605	New	+$74.9M	0.29%	43

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

Cresset Asset Management's SGOV Position: Q2 2026 in Review

Cresset Asset Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 7.6% in Q2 2026, buying an estimated $6.01M and bringing the position to 846,216 shares worth $85.2M. The position accounts for 0.31% of the portfolio, ranked #53.

Cresset Asset Management first reported a position in SGOV in Q3 2023 and has held it in 12 quarters since. The position peaked at $160M in Q2 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Cresset Asset Management held 846,216 shares of iShares 0-3 Month Treasury Bond ETF worth $85.2M as of Q2 2026.
Cresset Asset Management bought 59,826 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $6.01M.
iShares 0-3 Month Treasury Bond ETF made up 0.31% of Cresset Asset Management's portfolio in Q2 2026, its #53 holding.
Cresset Asset Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
Cresset Asset Management's iShares 0-3 Month Treasury Bond ETF position peaked at $160M in Q2 2025.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.