BFG
Beacon Financial Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.86M | Buy |
28,412
+1,031
| +4% | +$104K | 0.3% | 89 |
|
|
2025
Q1 | $2.76M | Buy |
27,381
+1,734
| +7% | +$175K | 0.3% | 87 |
|
|
2024
Q4 | $2.57M | Buy |
25,647
+574
| +2% | +$57.6K | 0.28% | 89 |
|
|
2024
Q3 | $2.53M | Buy |
25,073
+2,162
| +9% | +$218K | 0.27% | 89 |
|
|
2024
Q2 | $2.31M | Buy |
22,911
+3,473
| +18% | +$350K | 0.26% | 95 |
|
|
2024
Q1 | $1.96M | Buy |
19,438
+1,507
| +8% | +$152K | 0.22% | 108 |
|
|
2023
Q4 | $1.8M | Sell |
17,931
-50,327
| -74% | -$5.05M | 0.22% | 110 |
|
|
2023
Q3 | $6.87M | Buy |
+68,258
| New | +$6.87M | 0.98% | 21 |
|