Wescott Financial Advisory Group’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
Q2 | – | Sell |
-4,515
| Closed | -$455K | – | 181 |
|
|
2025
Q1 | $455K | Buy |
4,515
+28
| +0.6% | +$2.82K | 0.05% | 116 |
|
|
2024
Q4 | $450K | Sell |
4,487
-130
| -3% | -$13K | 0.05% | 120 |
|
|
2024
Q3 | $465K | Buy |
4,617
+58
| +1% | +$5.84K | 0.05% | 118 |
|
|
2024
Q2 | $459K | Buy |
4,559
+1,547
| +51% | +$156K | 0.05% | 117 |
|
|
2024
Q1 | $303K | Buy |
+3,012
| New | +$303K | 0.04% | 137 |
|