Global Retirement Partners’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
$3.57M Buy
2025
Q2
$3.36M Buy
2024
Q4
$1.37M Buy
2024
Q3
$1.35M Sell
2024
Q2
$4.92M Sell
2024
Q1
$15.8M Sell
2023
Q4
$15.9M Buy
2023
Q3
$744K Buy
2023
Q2
$633K Buy
2023
Q1
$510K Buy
2022
Q4
$178K Buy
2022
Q3
$28K Sell
2022
Q2
$48K Buy
2022
Q1
$47K Buy