Avidian Wealth Enterprises’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
Q3 | $2.31M | Sell |
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2025
Q2 | $2.35M | Sell |
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2025
Q1 | $2.86M | Buy |
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|
2024
Q4 | $2.39M | Buy |
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|
2024
Q3 | $1.98M | Buy |
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|
2024
Q2 | $663K | Buy |
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|
2024
Q1 | $662K | Hold |
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|
2023
Q4 | $659K | Hold |
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|
2023
Q3 | $662K | Hold |
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|
2023
Q2 | $662K | Sell |
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|
2023
Q1 | $787K | Hold |
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|
2022
Q4 | $784K | Buy |
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|
2022
Q3 | $435K | Buy |
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