IFP Advisors’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
$3.13M Buy
2025
Q2
$348K Sell
2025
Q1
$427K Sell
2024
Q4
$568K Buy
2024
Q3
$390K Buy
2024
Q2
$376K Buy
2024
Q1
$121K Buy
2023
Q4
$92.1K Sell
2023
Q3
$24.4M Buy
2023
Q2
$22.6M Buy
2023
Q1
$18.8M Buy
2022
Q4
$12.7M Buy
2022
Q3
$103K Hold
2022
Q2
$103K Hold
2022
Q1
$103K Buy