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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.88M Sell
2025
Q1
$2.51M Buy
2024
Q4
$2.5M Sell
2024
Q3
$6.56M Buy
2024
Q2
$5.95M Sell
2024
Q1
$6.72M Buy
2023
Q4
$5.21M Buy
2023
Q3
$2.1M Buy
2023
Q2
$860K Buy