Wedmont Private Capital’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
Q1
Sell
-3,191
Closed -$321K 759
2024
Q4
$321K Buy
+3,191
New +$321K 0.02% 518
2023
Q4
Sell
-15,966
Closed -$1.6M 593
2023
Q3
$1.6M Buy
+15,966
New +$1.6M 0.16% 87