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

Summit Financial Wealth Advisors’s Portfolio SGOV Stock Details SGOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$349K	Hold
2025 Q2	$350K	Sell
2025 Q1	$431K	Hold
2024 Q4	$429K	Hold
2024 Q3	$431K	Hold
2024 Q2	$431K	Hold
2024 Q1	$431K	Sell
2023 Q4	$471K	Hold
2023 Q3	$471K	Buy