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

Burling Wealth Partners’s Portfolio SGOV Stock Details SGOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.55M Buy
55,145
+48,637
+747% +$4.9M 1.03% 27
2025
Q1 		$655K Buy
+6,508
New +$655K 0.14% 109