1900 Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$754K Sell
7,488
-16,769
-69% -$1.69M 0.06% 109
2025
Q1
$2.44M Buy
24,257
+4,484
+23% +$451K 0.2% 63
2024
Q4
$1.98M Buy
19,773
+9,878
+100% +$991K 0.17% 68
2024
Q3
$997K Buy
9,895
+5,657
+133% +$570K 0.09% 101
2024
Q2
$427K Buy
+4,238
New +$427K 0.04% 159