Capital Analysts LLC’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$95K Sell
2025
Q1
$97K Sell
2024
Q4
$431K Buy
2024
Q3
$292K Buy
2024
Q2
$7K Hold
2024
Q1
$7K Buy
2023
Q2
Sell
2023
Q1
$59K Buy