4A
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4Wealth Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

4Wealth Advisors’s Portfolio SGOV Stock Details SGOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.91M Buy
18,957
+107
+0.6% +$10.8K 1.94% 11
2025
Q1 		$1.9M Sell
18,850
-1,315
-7% -$132K 2.07% 10
2024
Q4 		$2.02M Buy
+20,165
New +$2.02M 2.03% 10