NWAM LLC’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$991K Buy
2025
Q2
$966K Buy
2025
Q1
$913K Buy
2024
Q4
$880K Buy
2024
Q3
$690K Buy
2024
Q2
Sell
2024
Q1
$224K Hold
2023
Q4
$224K Buy
2023
Q3
$204K Hold
2023
Q2
$204K Sell
2023
Q1
$246K Buy