SWA
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Serenus Wealth Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.12M Buy
11,143
+54
+0.5% +$5.44K 0.19% 22
2025
Q1
$1.12M Buy
11,089
+35
+0.3% +$3.52K 0.19% 21
2024
Q4
$1.11M Buy
+11,054
New +$1.11M 0.19% 22