Sonoma Private Wealth’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Sonoma Private Wealth’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 Q2	$9.38M	Buy
2025 Q1	$5.26M	Buy
2024 Q4	$880K	Buy
2024 Q3	$825K	Buy
2024 Q2	$778K	Buy
2024 Q1	$754K	Sell
2023 Q4	$3.22M	Buy
2023 Q3	$1.78M	Sell
2023 Q2	$2.12M	Buy