Symphony Financial’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Symphony Financial’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 Q4	$663K	Buy
2025 Q1	–	Sell
2024 Q4	$250K	Sell
2024 Q3	$257K	Buy
2024 Q2	$257K	Buy
2024 Q1	$257K	Hold
2023 Q4	$256K	Buy