Whalen Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Whalen Wealth Management’s Portfolio SGOV Stock Details SGOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$205K	Sell
2025 Q2	$588K	Sell
2025 Q1	$589K	Buy
2024 Q4	$268K	Sell
2024 Q3	$272K	Hold
2024 Q2	$272K	Sell
2024 Q1	$302K	Sell
2023 Q4	$1.12M	Buy