Independent Wealth Network’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.27M Sell
12,567
-526
-4% -$53K 0.46% 52
2025
Q1
$1.32M Sell
13,093
-191
-1% -$19.2K 0.53% 48
2024
Q4
$1.33M Buy
+13,284
New +$1.33M 0.54% 43