Crown Wealth Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Crown Wealth Group’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	$13.3M	Sell	131,917 -14,548	-10%	-$1.46M	3.38%	7
2026 Q1	$14.7M	Buy	146,465 +37,677	+35%	+$3.79M	4.33%	4
2025 Q4	$10.9M	Sell	108,788 -21,991	-17%	-$2.21M	3.05%	8
2025 Q3	$13.2M	Buy	130,779 +22,547	+21%	+$2.27M	3.96%	5
2025 Q2	$10.9M	Buy	108,232 +44,860	+71%	+$4.51M	4.09%	6
2025 Q1	$6.38M	Buy	63,372 +3,234	+5%	+$325K	3.31%	6
2024 Q4	$6.03M	Buy	60,138 +40,472	+206%	+$4.07M	2.45%	11
2024 Q3	$1.98M	Buy	19,666 +7,603	+63%	+$764K	0.86%	22
2024 Q2	$1.21M	Buy	+12,063	New	+$1.21M	0.61%	27

Other funds holding SGOV

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Crown Wealth Group's SGOV Position: Q2 2026 in Review

Crown Wealth Group reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 9.9% in Q2 2026, selling an estimated $1.46M and leaving 131,917 shares worth $13.3M. The position accounts for 3.38% of the portfolio, ranked #7.

Crown Wealth Group first reported a position in SGOV in Q2 2024 and has held it in 9 quarters since. The position peaked at $14.7M in Q1 2026. 591 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Crown Wealth Group held 131,917 shares of iShares 0-3 Month Treasury Bond ETF worth $13.3M as of Q2 2026.
Crown Wealth Group sold 14,548 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.46M.
iShares 0-3 Month Treasury Bond ETF made up 3.38% of Crown Wealth Group's portfolio in Q2 2026, its #7 holding.
Crown Wealth Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
Crown Wealth Group's iShares 0-3 Month Treasury Bond ETF position peaked at $14.7M in Q1 2026.
591 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.