Beacon Financial Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Beacon Financial Group’s Portfolio SGOV Stock Details SGOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3M	Buy
2025 Q2	$2.86M	Buy
2025 Q1	$2.76M	Buy
2024 Q4	$2.57M	Buy
2024 Q3	$2.53M	Buy
2024 Q2	$2.31M	Buy
2024 Q1	$1.96M	Buy
2023 Q4	$1.8M	Sell
2023 Q3	$6.87M	Buy