Focused 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
Q3
$26.4M Buy
2025
Q2
$25.7M Sell
2025
Q1
$30.8M Sell
2024
Q4
$34.9M Sell
2024
Q3
$36.7M Sell
2024
Q2
$38.9M Buy
2024
Q1
$30.9M Buy
2023
Q4
$29.2M Buy
2023
Q3
$26.4M Buy