Jackson Creek Investment Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Jackson Creek Investment 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
2025 Q1	–	Sell	-4,104	Closed	-$412K	–	369
2024 Q4	$412K	Sell	4,104 -13,400	-77%	-$1.35M	0.12%	249
2024 Q3	$1.76M	Buy	17,504 +2,304	+15%	+$232K	0.52%	40
2024 Q2	$1.53M	Buy	15,200 +350	+2%	+$35.2K	0.56%	20
2024 Q1	$1.5M	Sell	14,850 -153	-1%	-$15.4K	0.53%	15
2023 Q4	$1.5M	Sell	15,003 -3,681	-20%	-$370K	0.58%	11
2023 Q3	$1.88M	Sell	18,684 -3,505	-16%	-$352K	0.79%	6
2023 Q2	$2.23M	Buy	22,189 +7,998	+56%	+$803K	0.89%	5
2023 Q1	$1.43M	Buy	+14,191	New	+$1.42M	0.6%	9

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIM

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

Jackson Creek Investment Advisors's SGOV Position: Q1 2025 in Review

Jackson Creek Investment Advisors sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2025, closing a stake of 4,104 shares — an estimated $412K sold.

Jackson Creek Investment Advisors first reported a position in SGOV in Q1 2023 and held it in 8 quarters. The position peaked at $2.23M in Q2 2023. 863 funds tracked by Wall St. Rank hold SGOV as of Q1 2025.

Jackson Creek Investment Advisors reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Jackson Creek Investment Advisors sold 4,104 iShares 0-3 Month Treasury Bond ETF shares in Q1 2025, an estimated $412K.
Jackson Creek Investment Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and held it in 8 quarters.
Jackson Creek Investment Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $2.23M in Q2 2023.
863 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2025.

Based on Jackson Creek Investment Advisors's 13F filing for Q1 2025, filed 5 May 2025.