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Source Financial Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Source Financial Advisors’s Portfolio SGOV Stock Details SGOV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,336
Closed -$235K – 121
2024
Q1 		$235K Buy
2,336
+8
+0.3% +$806 0.07% 108
2023
Q4 		$233K Buy
+2,328
New +$233K 0.07% 116