Worth Asset 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
Q3
$4.75M Sell
2025
Q2
$20M Sell
2025
Q1
$24.5M Sell
2024
Q4
$25.1M Buy
2024
Q3
$6.8M Sell
2024
Q2
$26.9M Buy
2024
Q1
$18.2M Buy
2023
Q4
$14.6M Buy
2023
Q3
$12.5M Sell
2023
Q2
$36.9M Buy
2023
Q1
$35.9M Buy
2022
Q4
$33.1M Buy
2022
Q3
$29.3M Buy
2022
Q2
$7.19M Buy
2022
Q1
$3.55M Buy