One Wealth Management Investment & Advisory 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
Q2
$2.63M Buy
26,157
+17,213
+192% +$1.73M 3.39% 12
2025
Q1
$900K Buy
+8,944
New +$900K 1.49% 15