Westmount Partners’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
$404K Buy
+4,008
New +$404K 0.11% 151
2023
Q4
Sell
-11,425
Closed -$1.15M 210
2023
Q3
$1.15M Buy
+11,425
New +$1.15M 0.51% 42