Beacon Pointe Advisors’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
$19.3M Buy
2024
Q3
Sell
2024
Q2
$752K Buy
2024
Q1
$367K Sell
2023
Q4
$583K Buy
2023
Q3
$205K Buy
2022
Q3
Sell
2022
Q2
$5.01M Hold
2022
Q1
$5M Buy