Avior 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
Q4 | $1.96M | Buy |
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|
2025
Q3 | $691K | Buy |
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2025
Q2 | $426K | Buy |
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|
2025
Q1 | $339K | Buy |
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|
2024
Q4 | $148K | Buy |
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|
2024
Q3 | $117K | Sell |
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|
2024
Q2 | $164K | Sell |
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|
2024
Q1 | $305K | Buy |
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|
2023
Q4 | $115K | Buy |
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|
2023
Q3 | $112K | Buy |
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|
2023
Q2 | $101K | Buy |
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|
2023
Q1 | $89.5K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1K | Buy |
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