RFG - Bristol Wealth 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
$466K Sell
2025
Q2
$8.03M Sell
2025
Q1
$11.7M Buy
2024
Q4
$1.27M Buy