Vantage Financial Partners (Wisconsin)’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.89M Buy
68,390
+26,605
+64% +$2.68M 1.59% 14
2025
Q1
$4.21M Buy
+41,785
New +$4.21M 1.05% 17