Berkshire Asset Management’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	$11.3M	Sell	112,438 -250	-0.2%	-$25.2K	0.51%	50
2025 Q1	$11.3M	Buy	112,688 +13,290	+13%	+$1.33M	0.54%	49
2024 Q4	$10M	Buy	99,398 +83,545	+527%	+$8.41M	0.47%	49
2024 Q3	$1.6M	Hold	15,853	–	–	0.08%	111
2024 Q2	$1.6M	Buy	+15,853	New	+$1.6M	0.08%	112