Balboa Wealth Partners’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Balboa Wealth Partners’s Portfolio SGOV Stock Details SGOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.34M	Sell
2025 Q1	$2.75M	Buy
2024 Q1	–	Sell
2023 Q4	$224K	Buy
2023 Q3	–	Sell
2023 Q2	$490K	Buy
2023 Q1	$397K	Buy