Geneos 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
Q2
$9.75M Sell
2025
Q1
$16.1M Sell
2024
Q4
$121M Buy
2024
Q3
$6.69M Buy
2024
Q2
$5.97M Buy
2024
Q1
$3.6M Buy
2023
Q4
$2.98M Buy
2023
Q3
$1.84M Buy
2023
Q2
$67.4K Buy