Kingswood Wealth Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Kingswood Wealth Advisors’s Portfolio SGOV Stock Details SGOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$861K	Sell
2025 Q1	$2.69M	Buy
2024 Q4	$1.33M	Buy
2024 Q3	$927K	Sell
2024 Q2	$1.65M	Buy
2024 Q1	$977K	Buy
2023 Q4	$922K	Buy
2023 Q3	$221K	Buy