Wittenberg Investment 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
Sell
2025
Q1
$654K Hold
2024
Q4
$652K Buy
2024
Q3
$504K Buy
2024
Q2
$403K Buy
2024
Q1
$302K Buy
2023
Q4
$251K Hold
2023
Q3
$252K Hold
2023
Q2
$252K Buy