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

Summit Wealth Partners’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
2026
Q1 		$202K Hold
2,004
– – 0.03% 270
2025
Q4 		$201K Hold
2,004
– – 0.04% 203
2025
Q3 		$202K Hold
2,004
– – 0.04% 211
2025
Q2 		$202K Sell
2,004
-189
-9% -$19K 0.04% 213
2025
Q1 		$221K Sell
2,193
-249
-10% -$25K 0.04% 196
2024
Q4 		$245K Buy
2,442
+438
+22% +$44K 0.05% 182
2024
Q3 		$202K Buy
+2,004
New +$201K 0.04% 232
2024
Q1 		– Sell
-2,810
Closed -$282K – 227
2023
Q4 		$282K Buy
+2,810
New +$282K 0.07% 166

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