Glassman Wealth Services’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
2023
Q3
Sell
2023
Q2
$229K Sell
2023
Q1
$429K Sell
2022
Q4
$533K Sell
2022
Q3
$734K Sell
2022
Q2
$1.07M Sell
2022
Q1
$1.22M Sell
2021
Q4
$1.22M Buy