WCWM
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Willow Creek Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Willow Creek 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
2025
Q3 		$1.6M Sell
15,860
-2,789
-15% -$280K 0.13% 61
2025
Q2 		$1.88M Sell
18,649
-6,276
-25% -$631K 0.17% 54
2025
Q1 		$2.51M Buy
24,925
+54
+0.2% +$5.43K 0.24% 41
2024
Q4 		$2.5M Sell
24,871
-40,258
-62% -$4.04M 0.25% 41
2024
Q3 		$6.56M Buy
65,129
+6,087
+10% +$612K 0.69% 30
2024
Q2 		$5.95M Sell
59,042
-7,639
-11% -$768K 0.68% 31
2024
Q1 		$6.72M Buy
66,681
+14,682
+28% +$1.48M 0.79% 28
2023
Q4 		$5.21M Buy
51,999
+31,138
+149% +$3.13M 0.65% 30
2023
Q3 		$2.1M Buy
20,861
+12,314
+144% +$1.24M 0.31% 37
2023
Q2 		$860K Buy
+8,547
New +$858K 0.12% 62

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CIM
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GAG
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return