Curi Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Curi Wealth Management’s Portfolio SGOV Stock Details SGOV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell
2023 Q4	$17M	Buy
2023 Q3	$10.2M	Sell
2023 Q2	$10.3M	Buy
2023 Q1	$10.1M	Buy
2022 Q4	$9.27M	Buy
2022 Q3	$7.18M	Buy