Larson Financial Group’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
$55K Sell
2025
Q1
$235K Sell
2024
Q4
$986K Buy
2024
Q3
Sell
2024
Q2
$30.7K Buy
2024
Q1
Hold
2023
Q4
Sell
2023
Q3
$211K Buy
2023
Q2
$203K Sell
2023
Q1
$500K Buy