Liberty Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$209K Buy
+2,072
New +$209K 0.03% 217
2023
Q3
Sell
-2,793
Closed -$281K 190
2023
Q2
$281K Buy
+2,793
New +$281K 0.07% 144