Red Crane Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Red Crane Wealth 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	$6.89M	Buy	68,402 +7,145	+12%	+$718K	5.06%	3
2026 Q1	$6.17M	Sell	61,257 -2,149	-3%	-$216K	5.07%	3
2025 Q4	$6.36M	Buy	63,406 +5,782	+10%	+$581K	5.21%	3
2025 Q3	$5.8M	Buy	57,624 +9,118	+19%	+$917K	4.89%	3
2025 Q2	$4.88M	Buy	48,506 +8,383	+21%	+$843K	4.45%	4
2025 Q1	$4.04M	Buy	40,123 +4,124	+11%	+$414K	3.87%	7
2024 Q4	$3.61M	Buy	+35,999	New	+$3.62M	3.42%	10

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

Red Crane Wealth Management's SGOV Position: Q2 2026 in Review

Red Crane Wealth Management increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 12% in Q2 2026, buying an estimated $718K and bringing the position to 68,402 shares worth $6.89M. The position accounts for 5.06% of the portfolio, ranked #3.

Red Crane Wealth Management first reported a position in SGOV in Q4 2024 and has held it in 7 quarters since. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Red Crane Wealth Management held 68,402 shares of iShares 0-3 Month Treasury Bond ETF worth $6.89M as of Q2 2026.
Red Crane Wealth Management bought 7,145 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $718K.
iShares 0-3 Month Treasury Bond ETF made up 5.06% of Red Crane Wealth Management's portfolio in Q2 2026, its #3 holding.
Red Crane Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Red Crane Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.