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

SFMG Wealth Advisors’s Portfolio SGOV Stock Details SGOV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$16.6M Buy
164,381
+3,043
+2% +$306K 1.24% 14
2025
Q1 		$16.2M Buy
+161,338
New +$16.2M 1.28% 12
2024
Q1 		– Sell
-5,446
Closed -$546K – 293
2023
Q4 		$546K Buy
+5,446
New +$546K 0.05% 126