Baron Silver Stevens Financial Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Baron Silver Stevens Financial Advisors’s Portfolio SGOV Stock Details SGOV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.11M	Buy
2025 Q4	$1.64M	Buy
2025 Q3	$1.17M	Buy
2025 Q2	$1.05M	Buy
2025 Q1	$510K	Buy
2024 Q4	$447K	Buy
2024 Q3	$438K	Sell
2024 Q2	$448K	Buy