Realta 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
Q3
$2.56M Buy
2025
Q2
$1.87M Sell
2025
Q1
$1.88M Sell
2024
Q4
$2.08M Buy
2024
Q3
$2.04M Buy
2024
Q2
$1.34M Buy
2024
Q1
$1.29M Sell
2023
Q4
$1.34M Buy
2023
Q3
$1.29M Hold
2023
Q2
$1.29M Sell
2023
Q1
$1.52M Buy
2022
Q4
$1.23M Buy
2022
Q3
$1.11M Buy
2022
Q2
$1.09M Sell
2022
Q1
$1.24M Buy