Wellspring Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29M | Sell |
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2025
Q1 | $50.7M | Sell |
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|
2024
Q4 | $64.5M | Buy |
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2024
Q3 | $59.8M | Buy |
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|
2024
Q2 | $15.9M | Buy |
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|
2024
Q1 | $15.1M | Sell |
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|
2023
Q4 | $27M | Buy |
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|
2023
Q3 | $25M | Sell |
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|
2023
Q2 | $30.7M | Buy |
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|
2023
Q1 | $29.2M | Buy |
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|
2022
Q4 | $10.5M | Buy |
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|
2022
Q3 | $8.62M | Sell |
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|
2022
Q2 | $8.83M | Buy |
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