Baron Silver Stevens Financial Advisors’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	$1.05M	Buy	10,463 +5,397	+107%	+$543K	0.17%	57
2025 Q1	$510K	Buy	5,066 +609	+14%	+$61.3K	0.09%	70
2024 Q4	$447K	Buy	4,457 +104	+2%	+$10.4K	0.08%	76
2024 Q3	$438K	Sell	4,353 -100	-2%	-$10.1K	0.08%	74
2024 Q2	$448K	Buy	+4,453	New	+$448K	0.09%	73