EverSource Wealth Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

EverSource Wealth Advisors’s Portfolio SGOV Stock Details SGOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.59M	Buy
2025 Q1	$1.57M	Buy
2024 Q4	$812K	Buy
2024 Q3	$809K	Buy
2024 Q2	$709K	Sell
2024 Q1	$806K	Buy
2023 Q4	$738K	Buy
2023 Q3	–	Sell
2023 Q2	$28.4K	Buy