VanWeelden Wealth Management’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
Q1
$6.12M Buy
60,761
+9,296
+18% +$936K 5.44% 7
2024
Q4
$5.16M Buy
+51,465
New +$5.16M 4.66% 6
2024
Q2
$6.71M Buy
+66,609
New +$6.71M 5.75% 8