Balboa Wealth Partners Ishares Trishares 0 3 Mnth Tre Transaction History

Balboa Wealth Partners

  • $476 Million
  • Q2 2025

A detailed history of Balboa Wealth Partners transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Balboa Wealth Partners holds 23,239 shares of SGOV stock, worth $2.34 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
23,239
Previous 27,276 14.8%
Holding current value
$2.34 Million
Previous $2.75 Million 14.79%
% of portfolio
0.49%
Previous 0.69%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
SELL
$100.35 - $100.71 $405,112 - $406,566
-4,037 Reduced 14.8%
23,239 $2.34 Million
Q1 2025

Apr 23, 2025
BUY
$100.34 - $100.68 $2.74 Million - $2.75 Million
27,276 New
27,276 $2.75 Million
Q4 2023

Feb 09, 2024
BUY
$100.05 - $100.73 $223,511 - $225,030
2,234 New
2,234 $224,000
Q2 2023

Aug 08, 2023
BUY
$100.18 - $100.63 $92,766 - $93,183
926 Added 23.45%
4,874 $490,000
Q1 2023

May 11, 2023
BUY
$100.08 - $100.58 $395,115 - $397,089
3,948 New
3,948 $397,000

Others Institutions Holding SGOV

# of Institutions
954
Shares Held
358M
Call Options Held
3.8K
Put Options Held
0
View Full List

About ISHARES TRISHARES 0-3 MNTH TRE

SGOV Quotes by TradingView
  • Ticker SGOV
  • Sector ETFs
  • Industry ETFs
More about SGOV
Track This Portfolio

Track Balboa Wealth Partners Portfolio

Follow Balboa Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Balboa Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Balboa Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email