Kathleen S. Wright Associates’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 | $13.5M | Sell |
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|
2025
Q2 | $14.9M | Buy |
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2025
Q1 | $14.2M | Buy |
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|
2024
Q4 | $12.6M | Sell |
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|
2024
Q3 | $13.8M | Sell |
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|
2024
Q2 | $14.1M | Sell |
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|
2024
Q1 | $14.4M | Sell |
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|
2023
Q4 | $16.2M | Buy |
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|
2023
Q3 | $11M | Buy |
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|
2023
Q2 | $8.37M | Buy |
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|
2023
Q1 | $7.46M | Buy |
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|
2022
Q4 | $1.26M | Buy |
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|
2022
Q3 | $33K | Hold |
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|
2022
Q2 | $33K | Buy |
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