Opes Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Opes Wealth Management’s Portfolio SGOV Stock Details SGOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$272K	Sell
2024 Q3	$278K	Sell
2024 Q2	$413K	Hold
2024 Q1	$413K	Sell
2023 Q4	$551K	Hold
2023 Q3	$553K	Sell
2023 Q2	$601K	Hold
2023 Q1	$601K	Buy