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N.E.W. Advisory Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

N.E.W. Advisory Services’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 		$938K Sell
9,315
-1,152
-11% -$116K 0.09% 77
2025
Q1 		$1.05M Buy
10,467
+1,342
+15% +$135K 0.08% 81
2024
Q4 		$915K Buy
+9,125
New +$915K 0.09% 81