Omnia Family Wealth’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 | $19.6M | Buy |
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|
2025
Q2 | $16.9M | Buy |
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|
2025
Q1 | $15.4M | Sell |
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|
2024
Q4 | $15.4M | Sell |
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|
2024
Q3 | $15.5M | Sell |
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|
2024
Q2 | $20.3M | Buy |
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|
2024
Q1 | $19.9M | Sell |
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|
2023
Q4 | $24.7M | Buy |
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|
2023
Q3 | $6.61M | Sell |
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|
2023
Q2 | $8.76M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $14.9M | Sell |
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|
2022
Q2 | $16.3M | Buy |
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