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Meredith Wealth Planning’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Meredith Wealth Planning’s Portfolio SGOV Stock Details SGOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.51M Sell
15,021
-4,299
-22% -$433K 0.55% 22
2025
Q1 		$1.94M Buy
+19,320
New +$1.94M 0.86% 21