Talisman Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $922K | Sell |
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|
2025
Q4 | $1.48M | Sell |
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2025
Q3 | $2.2M | Sell |
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2025
Q2 | $2.21M | Buy |
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|
2025
Q1 | $1.9M | Sell |
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|
2024
Q4 | $2.5M | Sell |
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2024
Q3 | $3.25M | Sell |
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|
2024
Q2 | $3.68M | Buy |
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2024
Q1 | $2.52M | Buy |
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|
2023
Q4 | $1.26M | Buy |
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|
2023
Q3 | $236K | Buy |
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