Baker Ellis 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
$9.87M Sell
2025
Q2
$10.5M Buy
2025
Q1
$10M Buy
2024
Q4
$8.84M Sell
2024
Q3
$9.56M Buy
2024
Q2
$8.98M Buy
2024
Q1
$8.68M Sell
2023
Q4
$8.84M Buy
2023
Q3
$6.87M Buy