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

Able Wealth Management’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 		$341K Buy
3,382
+898
+36% +$90.4K 0.17% 81
2025
Q1 		$250K Buy
+2,484
New +$250K 0.15% 84