Great Valley Advisor Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Great Valley Advisor Group’s Portfolio SGOV Stock Details SGOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2M	Buy
2025 Q1	$1.74M	Buy
2024 Q4	$1.4M	Buy
2024 Q3	$1.31M	Buy
2024 Q2	$619K	Buy
2024 Q1	$442K	Sell
2023 Q4	$477K	Sell
2023 Q3	$534K	Buy