Fortis Group Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Fortis Group 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	$6.16M	Sell
2025 Q1	$7.43M	Sell
2024 Q4	$8.67M	Sell
2024 Q3	$9.56M	Sell
2024 Q2	$9.65M	Sell
2024 Q1	$10.1M	Sell
2023 Q4	$15.8M	Hold
2023 Q3	$15.8M	Sell
2023 Q2	$16.9M	Buy
2023 Q1	$16.2M	Buy