Spire Wealth Management’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 | $116K | Buy |
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|
2025
Q2 | $89.6K | Sell |
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|
2025
Q1 | $185K | Buy |
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|
2024
Q4 | $184K | Sell |
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|
2024
Q3 | $190K | Sell |
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|
2024
Q2 | $221K | Buy |
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|
2024
Q1 | $218K | Sell |
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|
2023
Q4 | $262K | Buy |
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|
2023
Q3 | $260K | Buy |
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|
2023
Q2 | $254K | Buy |
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|
2023
Q1 | $227K | Buy |
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|
2022
Q4 | $89K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $86K | Hold |
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|
2022
Q1 | $86K | Hold |
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|
2021
Q4 | $86K | Buy |
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