Highline Wealth 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
$202K Sell
2025
Q2
$350K Sell
2025
Q1
$374K Sell
2024
Q4
$539K Sell
2024
Q3
$765K Sell
2024
Q2
$1.56M Sell
2024
Q1
$2M Sell
2023
Q4
$3.26M Buy
2023
Q3
$30.1K Buy