Core Wealth Partners’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 | $4.79M | Buy |
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|
2025
Q1 | $4.56M | Sell |
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|
2024
Q4 | $4.63M | Buy |
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|
2024
Q3 | $3.34M | Buy |
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|
2024
Q2 | $3.12M | Buy |
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|
2024
Q1 | $3.07M | Sell |
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|
2023
Q4 | $3.39M | Sell |
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|
2023
Q3 | $3.66M | Sell |
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|
2023
Q2 | $3.96M | Sell |
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|
2023
Q1 | $4.17M | Sell |
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|
2022
Q4 | $4.52M | Buy |
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