Sound Financial Strategies Group’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 | $6M | Sell |
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2025
Q2 | $7M | Buy |
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2025
Q1 | $6.45M | Sell |
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|
2024
Q4 | $6.49M | Sell |
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2024
Q3 | $6.83M | Sell |
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|
2024
Q2 | $22.8M | Sell |
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2024
Q1 | $38.6M | Sell |
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|
2023
Q4 | $39.4M | Sell |
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2023
Q3 | $64.4M | Buy |
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|
2023
Q2 | $10.8M | Sell |
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|
2023
Q1 | $24.2M | Buy |
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