Corient Private Wealth’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 | $40.9M | Buy |
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|
2025
Q1 | $30.4M | Sell |
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|
2024
Q4 | $23.2M | Sell |
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|
2024
Q3 | $38.8M | Buy |
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|
2024
Q2 | $38.5M | Buy |
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|
2024
Q1 | $32.7M | Buy |
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|
2023
Q4 | $29.6M | Sell |
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|
2023
Q3 | $33.2M | Buy |
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|
2023
Q2 | $6.29M | Sell |
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|
2023
Q1 | $7.95M | Sell |
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|
2022
Q4 | $42.8M | Buy |
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