Highland Financial Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Highland Financial Advisors’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	$10.2M	Sell
2025 Q1	$10.3M	Buy
2024 Q4	$9.99M	Buy
2024 Q3	$9.95M	Buy
2024 Q2	$9.37M	Sell
2024 Q1	$12.4M	Buy
2023 Q4	$6.6M	Buy
2023 Q3	$858K	Sell
2023 Q2	$947K	Buy
2023 Q1	$830K	Buy