Widmann Financial Services’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
$302K Buy
3,000
+800
+36% +$80.6K 0.21% 89
2025
Q1
$221K Sell
2,200
-100
-4% -$10.1K 0.17% 92
2024
Q4
$231K Buy
+2,300
New +$231K 0.18% 90