OneDigital Investment Advisors’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
Q2
$7.4M Buy
2025
Q1
$5.85M Buy
2024
Q4
$1.51M Sell
2024
Q3
$4.35M Buy
2024
Q2
$3.22M Buy
2024
Q1
$1.17M Sell
2023
Q4
$1.18M Sell
2023
Q3
$2.42M Buy
2023
Q2
$2.05M Buy