Destination Wealth Management’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
$527K Sell
2025
Q1
$6.61M Buy
2024
Q4
$6.38M Buy
2024
Q3
$6.19M Buy
2024
Q2
$6.1M Buy
2024
Q1
$6.08M Buy
2023
Q4
$5.87M Sell
2023
Q3
$6.55M Sell
2023
Q2
$6.59M Sell
2023
Q1
$28.4M Buy
2022
Q4
$27.6M Buy
2022
Q3
$26.6M Buy