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

Exencial 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 Q3	$45M	Buy
2025 Q2	$41.1M	Sell
2025 Q1	$43.2M	Sell
2024 Q4	$47.8M	Sell
2024 Q3	$49.7M	Sell
2024 Q2	$53.6M	Buy
2024 Q1	$478K	Buy
2023 Q4	$475K	Buy