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Discipline Wealth Solutions’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Discipline Wealth Solutions’s Portfolio SGOV Stock Details SGOV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.34M Buy
23,205
+4,993
+27% +$503K 0.89% 22
2025
Q1 		$1.83M Buy
18,212
+3,492
+24% +$352K 0.88% 21
2024
Q4 		$1.48M Buy
14,720
+5,248
+55% +$526K 0.68% 25
2024
Q3 		$954K Buy
+9,472
New +$954K 0.5% 27