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Michael A Dubis Financial Planning’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Michael A Dubis Financial Planning’s Portfolio SGOV Stock Details SGOV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$14.4M Sell
142,686
-1,322
-0.9% -$133K 13.94% 2
2024
Q4 		$14.4M Buy
+144,008
New +$14.4M 13.97% 2