Selective 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
$74.1M Buy
2025
Q2
$53.2M Buy
2025
Q1
$35.9M Buy
2024
Q4
$31M Buy
2024
Q3
$25.1M Buy
2024
Q2
$18.4M Buy
2024
Q1
$16.7M Buy
2023
Q4
$13.9M Buy
2023
Q3
$11.1M Buy
2023
Q2
$5.47M Buy
2022
Q4
$3.44M Buy
2022
Q3
$1.2M Buy