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

Crewe 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	$511K	Sell	5,072 -425	-8%	-$42.7K	0.04%	138
2026 Q1	$553K	Buy	5,497 +4,604	+516%	+$463K	0.05%	120
2025 Q4	$89.6K	Sell	893 -55	-6%	-$5.53K	0.01%	298
2025 Q3	$95.5K	Buy	948 +386	+69%	+$38.8K	0.01%	304
2025 Q2	$56.6K	Buy	+562	New	+$56.5K	0.01%	282

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

Crewe Advisors's SGOV Position: Q2 2026 in Review

Crewe Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 7.7% in Q2 2026, selling an estimated $42.7K and leaving 5,072 shares worth $511K. The position accounts for 0.04% of the portfolio, ranked #138.

Crewe Advisors first reported a position in SGOV in Q2 2025 and has held it in 5 quarters since. The position peaked at $553K in Q1 2026. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Crewe Advisors held 5,072 shares of iShares 0-3 Month Treasury Bond ETF worth $511K as of Q2 2026.
Crewe Advisors sold 425 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $42.7K.
iShares 0-3 Month Treasury Bond ETF made up 0.04% of Crewe Advisors's portfolio in Q2 2026, its #138 holding.
Crewe Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
Crewe Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $553K in Q1 2026.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.