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Blake Schutter Theil Wealth Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Blake Schutter Theil Wealth Advisors’s Portfolio SGOV Stock Details SGOV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$871K Hold
8,650
– – 0.99% 24
2025
Q1 		$871K Buy
8,650
+4,109
+90% +$414K 0.99% 25
2024
Q4 		$456K Buy
+4,541
New +$456K 0.48% 59