Twelve Points Wealth Management’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
Q2
$14.5M Sell
2025
Q1
$15.3M Buy
2024
Q4
$13.8M Buy
2024
Q3
$4.86M Buy
2024
Q2
$984K Buy