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Graves Light Lenhart Wealth’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Graves Light Lenhart Wealth’s Portfolio SGOV Stock Details SGOV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,225
Closed -$223K – 187
2023
Q4 		$223K Sell
2,225
-592
-21% -$59.4K 0.03% 166
2023
Q3 		$283K Sell
2,817
-1,394
-33% -$140K 0.04% 143
2023
Q2 		$424K Buy
+4,211
New +$424K 0.06% 119