LWM Advisory 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
Q2 | $503K | Sell |
|
|||||
|
2025
Q1 | $690K | Buy |
|
|||||
|
2024
Q4 | $557K | Buy |
|
|||||
|
2024
Q3 | $377K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $8.28M | Buy |
|
|||||
|
2023
Q4 | $2.1M | Sell |
|
|||||
|
2023
Q3 | $2.32M | Buy |
|
|||||
|
2023
Q2 | $1.83M | Sell |
|
|||||
|
2023
Q1 | $2.49M | Buy |
|
|||||
|
2022
Q4 | $1.95M | Buy |
|