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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$364K Sell
3,617
-1,993
-36% -$201K 0.01% 551
2025
Q1
$565K Buy
+5,610
New +$565K 0.02% 395