Clearstead Trust’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.31K Hold
13
﹤0.01% 1070
2025
Q1
$1.31K Hold
13
﹤0.01% 811
2024
Q4
$1.3K Hold
13
﹤0.01% 418
2024
Q3
$1.31K Sell
13
-13
-50% -$1.31K ﹤0.01% 399
2024
Q2
$2.62K Hold
26
﹤0.01% 404
2024
Q1
$2.62K Buy
+26
New +$2.62K ﹤0.01% 397