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

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PFM

Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CIM

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

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Willow Creek Wealth Management's SGOV Position: Q3 2025 in Review

Willow Creek Wealth Management reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 15% in Q3 2025, selling an estimated $280K and leaving 15,860 shares worth $1.6M. The position accounts for 0.13% of the portfolio, ranked #61.

Willow Creek Wealth Management first reported a position in SGOV in Q2 2023 and has held it in 10 quarters since. The position peaked at $6.72M in Q1 2024. 993 funds tracked by Wall St. Rank hold SGOV as of Q3 2025.

Willow Creek Wealth Management held 15,860 shares of iShares 0-3 Month Treasury Bond ETF worth $1.6M as of Q3 2025.
Willow Creek Wealth Management sold 2,789 iShares 0-3 Month Treasury Bond ETF shares in Q3 2025, an estimated $280K.
iShares 0-3 Month Treasury Bond ETF made up 0.13% of Willow Creek Wealth Management's portfolio in Q3 2025, its #61 holding.
Willow Creek Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and has held it in 10 quarters since.
Willow Creek Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $6.72M in Q1 2024.
993 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.