Focus Partners Wealth
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Focus Partners Wealth’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Focus Partners Wealth’s Portfolio SGOV Stock Details SGOV Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$99.9M Sell
2025
Q2 		$106M Buy
2025
Q1 		$79.3M Buy
2024
Q4 		$60.2M Buy
2024
Q3 		$47.2M Sell
2024
Q2 		$63.9M Buy
2024
Q1 		$43.3M Buy
2023
Q4 		$38.5M Buy