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

Masso Torrence Wealth Management’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
2023
Q1 		– Sell
-3,135
Closed -$314K – 95
2022
Q4 		$314K Buy
+3,135
New +$314K 0.25% 72

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BFA
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Masso Torrence Wealth Management's SGOV Position: Q1 2023 in Review

Masso Torrence Wealth Management sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2023, closing a stake of 3,135 shares — an estimated $314K sold.

Masso Torrence Wealth Management first reported a position in SGOV in Q4 2022 and held it in 1 quarter. The position peaked at $314K in Q4 2022. 365 funds tracked by Wall St. Rank hold SGOV as of Q1 2023.

  • Masso Torrence Wealth Management reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Masso Torrence Wealth Management sold 3,135 iShares 0-3 Month Treasury Bond ETF shares in Q1 2023, an estimated $314K.
  • Masso Torrence Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2022 and held it in 1 quarter.
  • Masso Torrence Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $314K in Q4 2022.
  • 365 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2023.

Based on Masso Torrence Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.