Root Financial Partners’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Root Financial Partners’s Portfolio SGOV Stock Details SGOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$6.88M	Buy
2025 Q2	$3M	Sell
2025 Q1	$4.06M	Sell
2024 Q4	$4.56M	Buy
2024 Q3	$2.92M	Buy
2024 Q2	$2.32M	Buy
2024 Q1	$2.25M	Buy
2023 Q4	$1.71M	Buy
2023 Q3	$1.16M	Sell
2023 Q2	$1.18M	Buy