Kestra Advisory Services’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
$28.3M Buy
2025
Q1
$24M Buy
2024
Q4
$20M Buy
2024
Q3
$18M Sell
2024
Q2
$18.3M Buy
2024
Q1
$18.2M Buy
2023
Q4
$17.7M Buy
2023
Q3
$1.45M Buy
2023
Q2
$712K Buy
2023
Q1
Sell
2022
Q4
$456K Buy