A detailed history of Caliber Wealth Management, LLC / Ks transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 36,382 shares of SGOV stock, worth $3.66 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
36,382
Previous 43,416 16.2%
Holding current value
$3.66 Million
Previous $4.37 Billion 16.19%
% of portfolio
0.41%
Previous 0.47%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025

SELL
$100.37 - $100.74 $706,002 - $708,605
-7,034 Reduced 16.2%
36,382 $3.66 Billion
Q2 2025

Jul 30, 2025

BUY
$100.35 - $100.71 $302,655 - $303,741
3,016 Added 7.47%
43,416 $4.37 Billion
Q1 2025

May 06, 2025

BUY
$100.34 - $100.68 $4.05 Million - $4.07 Million
40,400 New
40,400 $4.07 Billion

Others Institutions Holding SGOV

About ISHARES TRISHARES 0-3 MNTH TRE


  • Ticker SGOV
  • Sector ETFs
  • Industry ETFs
More about SGOV
Track This Portfolio

Track Caliber Wealth Management, LLC / Ks Portfolio

Follow Caliber Wealth Management, LLC / Ks 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 Caliber Wealth Management, LLC / Ks, based on Form 13F filings with the SEC.

News

Stay updated on Caliber Wealth Management, LLC / Ks with notifications on news.