Castle Rock Wealth Management’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 | $10M | Sell |
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|
2025
Q2 | $11.9M | Buy |
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|
2025
Q1 | $8.79M | Sell |
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|
2024
Q4 | $9.15M | Sell |
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|
2024
Q3 | $10M | Buy |
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|
2024
Q2 | $6.8M | Sell |
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|
2024
Q1 | $7.68M | Sell |
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|
2023
Q4 | $11.6M | Buy |
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|
2023
Q3 | $10.1M | Buy |
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|
2023
Q2 | $9.28M | Buy |
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|
2023
Q1 | $1.92M | Buy |
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