RBWA
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RFG - Bristol Wealth Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

RFG - Bristol Wealth Advisors’s Portfolio SGOV Stock Details SGOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$8.03M Sell
79,748
-36,548
-31% -$3.68M 2.49% 8
2025
Q1 		$11.7M Buy
116,296
+103,648
+819% +$10.4M 3.92% 4
2024
Q4 		$1.27M Buy
+12,648
New +$1.27M 0.42% 54