IP
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Intellectus Partners’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Intellectus Partners’s Portfolio SGOV Stock Details SGOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,229
Closed -$224K – 286
2024
Q4 		$224K Buy
2,229
+26
+1% +$2.61K 0.05% 250
2024
Q3 		$222K Buy
+2,203
New +$222K 0.06% 243