Perigon Wealth Management’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 | $34.3M | Buy |
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|
2025
Q2 | $28.2M | Buy |
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2025
Q1 | $24.1M | Buy |
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|
2024
Q4 | $18.9M | Buy |
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|
2024
Q3 | $14.1M | Sell |
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|
2024
Q2 | $18.2M | Buy |
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|
2024
Q1 | $11.3M | Sell |
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|
2023
Q4 | $12.1M | Buy |
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|
2023
Q3 | $11.3M | Sell |
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|
2023
Q2 | $11.4M | Buy |
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|
2023
Q1 | $8.39M | Sell |
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|
2022
Q4 | $10M | Buy |
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|
2022
Q3 | $8.43M | Buy |
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|
2022
Q2 | $5.56M | Buy |
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|
2022
Q1 | $777K | Sell |
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|
2021
Q4 | $1.7M | Buy |
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|
2021
Q3 | $1.59M | Buy |
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