Novak & Powell Financial Services’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
Q1
Sell
-8,589
Closed -$862K 159
2024
Q4
$862K Buy
+8,589
New +$862K 0.51% 47