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Strategic Wealth Partners Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Strategic Wealth Partners Group’s Portfolio SGOV Stock Details SGOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		$253K Sell
2,512
-92
-4% -$9.27K 0.03% 66
2023
Q4 		$261K Buy
2,604
+811
+45% +$81.3K 0.03% 62
2023
Q3 		$181K Buy
+1,793
New +$181K 0.03% 58