Sowell Financial Services’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
$17.4M Buy
2025
Q2
$16.8M Buy
2025
Q1
$15.5M Buy
2024
Q4
$13.9M Buy
2024
Q3
$9.06M Buy
2024
Q2
$8.86M Buy
2024
Q1
$8.82M Sell
2023
Q4
$13.2M Buy
2023
Q3
$5.91M Sell
2023
Q2
$7.26M Buy