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 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 $1.37T AUM 24.88% 1-Year Est. Return

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

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Red Crane Wealth Management's SGOV Position: Q1 2026 in Review

Red Crane Wealth Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 3.4% in Q1 2026, selling an estimated $216K and leaving 61,257 shares worth $6.17M. The position accounts for 5.07% of the portfolio, ranked #3.

Red Crane Wealth Management first reported a position in SGOV in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.36M in Q4 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Red Crane Wealth Management held 61,257 shares of iShares 0-3 Month Treasury Bond ETF worth $6.17M as of Q1 2026.
Red Crane Wealth Management sold 2,149 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $216K.
iShares 0-3 Month Treasury Bond ETF made up 5.07% of Red Crane Wealth Management's portfolio in Q1 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 6 quarters since.
Red Crane Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $6.36M in Q4 2025.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Red Crane Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.