West Wealth 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
$586K Buy
5,837
+2,729
+88% +$274K 0.15% 49
2025
Q1
$312K Buy
+3,108
New +$312K 0.09% 72