Bogart Wealth LLC’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 | $870K | Buy |
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|
2025
Q2 | $735K | Buy |
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|
2025
Q1 | $594K | Buy |
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|
2024
Q4 | $517K | Sell |
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|
2024
Q3 | $520K | Sell |
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|
2024
Q2 | $588K | Buy |
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|
2024
Q1 | $524K | Buy |
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|
2023
Q4 | $378K | Buy |
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|
2023
Q3 | $373K | Sell |
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|
2023
Q2 | $377K | Buy |
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|
2023
Q1 | $5.03K | Buy |
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