Berger Financial Group’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
$1.78M Buy
17,642
+579
+3% +$58.3K 0.11% 137
2025
Q1
$1.72M Buy
17,063
+9,403
+123% +$947K 0.12% 135
2024
Q4
$768K Buy
+7,660
New +$768K 0.05% 200