Davenport & Co’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
Q3
$725K Buy
2025
Q2
$690K Hold
2025
Q1
$690K Hold
2024
Q4
$687K Buy
2024
Q3
$650K Buy
2024
Q2
$549K Sell
2024
Q1
$606K Sell
2023
Q4
$786K Sell
2023
Q3
$912K Buy