Calton & Associates’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	$969K	Buy	9,623 +3,909	+68%	+$394K	0.17%	110
2025 Q1	$575K	Buy	+5,714	New	+$575K	0.13%	148
2024 Q4	–	Sell	-2,270	Closed	-$229K	–	269
2024 Q3	$229K	Buy	+2,270	New	+$229K	0.09%	201