Wescott Financial Advisory Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Wescott Financial Advisory Group’s Portfolio SGOV Stock Details SGOV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$455K	Buy
2024 Q4	$450K	Sell
2024 Q3	$465K	Buy
2024 Q2	$459K	Buy
2024 Q1	$303K	Buy