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Annis Gardner Whiting Capital Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Annis Gardner Whiting Capital 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 		$111K Sell
1,105
-967
-47% -$97.4K 0.04% 291
2025
Q1 		$209K Buy
2,072
+754
+57% +$75.9K 0.09% 186
2024
Q4 		$132K Sell
1,318
-274
-17% -$27.5K 0.04% 245
2024
Q3 		$160K Buy
+1,592
New +$160K 0.05% 231