Waterfront Wealth’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Waterfront Wealth’s Portfolio SGOV Stock Details SGOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.7M	Buy
2025 Q1	$1.99M	Sell
2024 Q4	$2.02M	Sell
2024 Q3	$2.14M	Sell
2024 Q2	$2.48M	Sell
2024 Q1	$6.08M	Sell
2023 Q4	$6.9M	Sell
2023 Q3	$8.95M	Buy
2023 Q2	$5.33M	Buy