Spartan Planning & Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Spartan Planning & Wealth Management’s Portfolio SGOV Stock Details SGOV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$783K	Buy
2023 Q4	–	Sell
2023 Q3	$3.7M	Buy
2022 Q4	$9.88M	Buy
2022 Q3	$7.17M	Buy