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Wealthedge Investment Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$9.08M Buy
90,144
+69,296
+332% +$6.98M 3.78% 3
2025
Q1
$2.1M Buy
20,848
+6,311
+43% +$635K 0.95% 28
2024
Q4
$1.46M Buy
+14,537
New +$1.46M 0.66% 42