Kestra Private Wealth 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
Q4 | $14.9M | Buy |
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2025
Q3 | $10.7M | Sell |
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2025
Q2 | $20.2M | Buy |
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|
2025
Q1 | $19.2M | Buy |
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|
2024
Q4 | $16.5M | Buy |
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|
2024
Q3 | $1.9M | Sell |
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|
2024
Q2 | $3.37M | Buy |
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|
2024
Q1 | $1.59M | Buy |
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|
2023
Q4 | $1.31M | Buy |
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|
2023
Q3 | $256K | Buy |
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|
2023
Q2 | $252K | Buy |
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