Westfuller Advisors’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
$24.9M Buy
246,952
+72,194
+41% +$7.27M 14.18% 1
2025
Q1
$17.6M Buy
174,758
+20,995
+14% +$2.11M 11.75% 1
2024
Q4
$15.4M Buy
153,763
+2,420
+2% +$243K 9.8% 1
2024
Q3
$15.2M Buy
+151,343
New +$15.2M 10.94% 1