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
Q3 | $8.67M | Buy |
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|
2025
Q2 | $643K | Sell |
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|
2025
Q1 | $7.17M | Buy |
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|
2024
Q4 | $5.35M | Buy |
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|
2024
Q3 | $5.35M | Buy |
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|
2024
Q2 | $4.58M | Buy |
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|
2024
Q1 | $3.53M | Buy |
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|
2023
Q4 | $2.81M | Buy |
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|
2023
Q3 | $2.23M | Buy |
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|
2023
Q2 | $1.09M | Buy |
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|
2023
Q1 | $360K | Buy |
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