Crews Bank & Trust’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Crews Bank & Trust’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	$1.28M	Sell	12,715 -920	-7%	-$92.5K	0.17%	77
2026 Q1	$1.37M	Sell	13,635 -245	-2%	-$24.6K	0.2%	76
2025 Q4	$1.39M	Buy	13,880 +454	+3%	+$45.6K	0.2%	73
2025 Q3	$1.35M	Buy	13,426 +740	+6%	+$74.4K	0.2%	77
2025 Q2	$1.28M	Sell	12,686 -1,690	-12%	-$170K	0.2%	77
2025 Q1	$1.45M	Sell	14,376 -970	-6%	-$97.5K	0.25%	70
2024 Q4	$1.54M	Buy	+15,346	New	+$1.54M	0.26%	64

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

Crews Bank & Trust's SGOV Position: Q2 2026 in Review

Crews Bank & Trust reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 6.7% in Q2 2026, selling an estimated $92.5K and leaving 12,715 shares worth $1.28M. The position accounts for 0.17% of the portfolio, ranked #77.

Crews Bank & Trust first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.54M in Q4 2024. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Crews Bank & Trust held 12,715 shares of iShares 0-3 Month Treasury Bond ETF worth $1.28M as of Q2 2026.
Crews Bank & Trust sold 920 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $92.5K.
iShares 0-3 Month Treasury Bond ETF made up 0.17% of Crews Bank & Trust's portfolio in Q2 2026, its #77 holding.
Crews Bank & Trust first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Crews Bank & Trust's iShares 0-3 Month Treasury Bond ETF position peaked at $1.54M in Q4 2024.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.