Wealth Enhancement Advisory Services’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 | $172M | Buy |
1,716,119
+814,794
| +90% | +$81.8M | 0.29% | 65 |
|
|
2025
Q1 | $90.7M | Sell |
901,325
-2,961
| -0.3% | -$298K | 0.17% | 112 |
|
|
2024
Q4 | $90.7M | Buy |
904,286
+221,283
| +32% | +$22.2M | 0.17% | 122 |
|
|
2024
Q3 | $68.8M | Buy |
683,003
+186,192
| +37% | +$18.8M | 0.15% | 138 |
|
|
2024
Q2 | $50M | Buy |
496,811
+108,899
| +28% | +$11M | 0.12% | 175 |
|
|
2024
Q1 | $39.1M | Sell |
387,912
-8,880
| -2% | -$894K | 0.1% | 204 |
|
|
2023
Q4 | $39.8M | Sell |
396,792
-10,513
| -3% | -$1.05M | 0.12% | 179 |
|
|
2023
Q3 | $41M | Buy |
+407,305
| New | +$41M | 0.13% | 155 |
|