McClarren Financial Advisors’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
Q3
$2.91M Sell
2025
Q2
$2.33M Buy
2025
Q1
$621K Buy
2024
Q4
$200K Buy