AE Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.26M | Sell |
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|
2025
Q1 | $9.32M | Sell |
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|
2024
Q4 | $10.6M | Sell |
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|
2024
Q3 | $55.6M | Buy |
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|
2024
Q2 | $51M | Buy |
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|
2024
Q1 | $45.2M | Sell |
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|
2023
Q4 | $127M | Sell |
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|
2023
Q3 | $188M | Buy |
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|
2023
Q2 | $173M | Buy |
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|
2023
Q1 | $51.3M | Buy |
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|
2022
Q4 | $5.39M | Buy |
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|
2022
Q3 | $3.67M | Buy |
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|
2022
Q2 | $218K | Buy |
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