Integrated Wealth Concepts’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
Q2 | $6.86M | Sell |
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|
2025
Q1 | $7.63M | Buy |
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|
2024
Q4 | $7.34M | Buy |
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|
2024
Q3 | $5.72M | Buy |
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|
2024
Q2 | $5.53M | Buy |
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|
2024
Q1 | $5.38M | Buy |
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|
2023
Q4 | $4.75M | Buy |
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|
2023
Q3 | $4.1M | Buy |
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|
2023
Q2 | $2.48M | Buy |
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|
2023
Q1 | $1.56M | Buy |
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|
2022
Q4 | $808K | Buy |
|