WT 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
Q3 | $376K | Sell |
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|
2025
Q2 | $377K | Buy |
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|
2025
Q1 | $372K | Hold |
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|
2024
Q4 | $371K | Buy |
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|
2024
Q3 | $342K | Hold |
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|
2024
Q2 | $342K | Sell |
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|
2024
Q1 | $355K | Hold |
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|
2023
Q4 | $354K | Sell |
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|
2023
Q3 | $623K | Sell |
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|
2023
Q2 | $1.08M | Sell |
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|
2023
Q1 | $9.05M | Buy |
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|
2022
Q4 | $5.77M | Buy |
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|
2022
Q3 | $5.21M | Sell |
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|
2022
Q2 | $5.34M | Buy |
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