Wealth Enhancement Advisory Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $147M | Sell |
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|
2025
Q4 | $213M | Buy |
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2025
Q3 | $189M | Buy |
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2025
Q2 | $172M | Buy |
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|
2025
Q1 | $90.7M | Sell |
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|
2024
Q4 | $90.7M | Buy |
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2024
Q3 | $68.8M | Buy |
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|
2024
Q2 | $50M | Buy |
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|
2024
Q1 | $39.1M | Sell |
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|
2023
Q4 | $39.8M | Sell |
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|
2023
Q3 | $41M | Buy |
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