Baker Tilly Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,990
| Closed | -$300K | – | 250 |
|
|
2024
Q4 | $300K | Buy |
+2,990
| New | +$300K | 0.12% | 189 |
|
|
2023
Q2 | – | Sell |
-31,235
| Closed | -$3.14M | – | 571 |
|
|
2023
Q1 | $3.14M | Buy |
31,235
+2,393
| +8% | +$241K | 0.35% | 64 |
|
|
2022
Q4 | $2.89M | Buy |
28,842
+7,211
| +33% | +$722K | 0.36% | 70 |
|
|
2022
Q3 | $2.17M | Buy |
+21,631
| New | +$2.17M | 0.3% | 73 |
|