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Mills Wealth Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Mills Wealth Advisors’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 		$818K Sell
8,120
-11,452
-59% -$1.15M 0.37% 37
2025
Q1 		$1.97M Buy
19,572
+10,879
+125% +$1.1M 1.05% 21
2024
Q4 		$872K Buy
+8,693
New +$872K 0.5% 30