Heritage Wealth Management (Texas)’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 | $7.73M | Buy |
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|
2025
Q2 | $7.19M | Buy |
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|
2025
Q1 | $6.52M | Buy |
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|
2024
Q4 | $6.04M | Sell |
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|
2024
Q3 | $6.33M | Sell |
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|
2024
Q2 | $6.41M | Buy |
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|
2024
Q1 | $4.99M | Buy |
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|
2023
Q4 | $4.6M | Buy |
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|
2023
Q3 | $374K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $356K | Sell |
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|
2022
Q4 | $755K | Buy |
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