Beacon Capital Management LLC (Tennessee)’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
$3.09M Sell
30,648
-5,224
-15% -$526K 0.42% 22
2025
Q1
$3.61M Sell
35,872
-33,807
-49% -$3.4M 0.49% 21
2024
Q4
$6.99M Buy
69,679
+12,164
+21% +$1.22M 0.91% 17
2024
Q3
$5.79M Buy
57,515
+31,160
+118% +$3.14M 0.82% 15
2024
Q2
$2.65M Buy
+26,355
New +$2.65M 0.49% 16