Traphagen Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $25.7M | Buy |
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2025
Q2 | $24.3M | Buy |
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2025
Q1 | $23M | Sell |
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|
2024
Q4 | $25.2M | Sell |
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2024
Q3 | $28M | Sell |
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|
2024
Q2 | $29.6M | Sell |
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|
2024
Q1 | $30.9M | Sell |
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|
2023
Q4 | $30.8M | Buy |
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|
2023
Q3 | $29.8M | Buy |
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|
2023
Q2 | $16.2M | Buy |
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|
2023
Q1 | $2.54M | Buy |
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