World Investment Advisors’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
Q3
$2.7M Sell
2025
Q2
$3.86M Buy
2025
Q1
$2.49M Sell
2024
Q4
$11.5M Buy
2024
Q3
$1.74M Sell
2024
Q2
$2.54M Buy
2024
Q1
$963K Buy
2023
Q4
$460K Sell
2023
Q3
$906K Buy
2023
Q2
$898K Buy