Baker Tilly 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
Q1
Sell
2024
Q4
$300K Buy
2023
Q2
Sell
2023
Q1
$3.14M Buy
2022
Q4
$2.89M Buy
2022
Q3
$2.17M Buy