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