WF
SGOV icon

Williams Financial’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Williams Financial’s Portfolio SGOV Stock Details SGOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-95,995
Closed -$9.61M – 33
2022
Q4 		$9.61M Buy
+95,995
New +$9.61M 8.34% 3