SFMG 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
Q2
$16.6M Buy
2025
Q1
$16.2M Buy
2024
Q1
Sell
2023
Q4
$546K Buy