Partners Wealth Management’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
$1.31M Hold
13,047
1.49% 19
2025
Q1
$1.31M Sell
13,047
-3,819
-23% -$384K 1.49% 19
2024
Q4
$1.69M Buy
+16,866
New +$1.69M 1.92% 11