Cosner Financial Group’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
$901K Sell
2025
Q1
$918K Sell
2024
Q4
$918K Buy
2024
Q3
$921K Sell
2024
Q2
$924K Sell
2024
Q1
$942K Buy
2023
Q4
$936K Buy