Caliber Wealth Management (Kansas)’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
$4.37M Buy
43,416
+3,016
+7% +$304K 0.47% 42
2025
Q1
$4.07M Buy
+40,400
New +$4.07M 0.56% 36