Access Financial Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$532K Buy
5,283
+1,012
+24% +$102K 0.2% 70
2025
Q1
$430K Buy
+4,271
New +$430K 0.17% 75