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Wealthspire Advisors (New York)’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Wealthspire Advisors (New York)’s Portfolio SGOV Stock Details SGOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$329K Buy
3,264
+720
+28% +$72.5K ﹤0.01% 643
2025
Q1 		$256K Buy
+2,544
New +$256K ﹤0.01% 682