Benjamin Edwards Inc’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.95M Sell
29,314
-929
-3% -$93.5K 0.04% 377
2025
Q1
$3.04M Buy
30,243
+1,648
+6% +$166K 0.04% 335
2024
Q4
$2.87M Buy
28,595
+501
+2% +$50.3K 0.04% 359
2024
Q3
$2.83M Buy
+28,094
New +$2.83M 0.04% 362