Kingsview Wealth Management’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 | $17.5M | Sell |
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2025
Q1 | $129M | Buy |
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|
2024
Q4 | $19.3M | Sell |
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|
2024
Q3 | $20.3M | Sell |
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|
2024
Q2 | $21M | Buy |
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|
2024
Q1 | $20.4M | Sell |
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|
2023
Q4 | $22M | Buy |
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|
2023
Q3 | $16.9M | Buy |
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|
2023
Q2 | $13.2M | Buy |
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|
2023
Q1 | $12.1M | Sell |
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|
2022
Q4 | $41.5M | Buy |
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|
2022
Q3 | $35.1M | Buy |
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|
2022
Q2 | $234K | Buy |
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