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

Concord Wealth Partners’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	$2.71M	Buy
2025 Q2	$1.84M	Buy
2024 Q4	–	Sell
2024 Q3	$2.52K	Hold
2024 Q2	$2.52K	Hold
2024 Q1	$2.52K	Sell
2023 Q4	$2.91K	Buy