Capital Advisors Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Capital Advisors Wealth Management’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 Q3	$9.06M	Sell
2025 Q2	$9.41M	Buy
2025 Q1	$5.1M	Buy
2024 Q4	$2.13M	Buy
2024 Q3	$934K	Buy
2024 Q2	$490K	Buy