Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$189M Buy
2025
Q2 		$172M Buy
2025
Q1 		$90.7M Sell
2024
Q4 		$90.7M Buy
2024
Q3 		$68.8M Buy
2024
Q2 		$50M Buy
2024
Q1 		$39.1M Sell
2023
Q4 		$39.8M Sell
2023
Q3 		$41M Buy