J.W. Cole 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
Q2
$643K Sell
2025
Q1
$7.17M Buy
2024
Q4
$5.35M Buy
2024
Q3
$5.35M Buy
2024
Q2
$4.58M Buy
2024
Q1
$3.53M Buy
2023
Q4
$2.81M Buy
2023
Q3
$2.23M Buy
2023
Q2
$1.09M Buy
2023
Q1
$360K Buy