Values First 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
$3.2M Buy
2025
Q2
$1.26M Sell
2025
Q1
$1.28M Buy
2024
Q4
$1.28M Sell
2024
Q3
$1.55M Sell
2024
Q2
$5.96M Buy
2024
Q1
$5.88M Buy
2023
Q4
$5.77M Buy
2023
Q3
$5.13M Sell
2023
Q2
$5.16M Buy
2023
Q1
$25.5K Buy