Congress 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
Q2 | $2.12M | Sell |
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|
2025
Q1 | $2.15M | Buy |
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|
2024
Q4 | $1.82M | Sell |
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|
2024
Q3 | $3.55M | Sell |
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|
2024
Q2 | $3.88M | Sell |
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|
2024
Q1 | $4.15M | Sell |
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|
2023
Q4 | $4.31M | Buy |
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|
2023
Q3 | $1.63M | Sell |
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|
2023
Q2 | $1.81M | Sell |
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|
2023
Q1 | $2.41M | Buy |
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|
2022
Q4 | $467K | Buy |
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|
2022
Q3 | $292K | Hold |
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|
2022
Q2 | $292K | Buy |
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