Clayton Partners’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
$4.85M Sell
2025
Q1
$5.32M Sell
2024
Q4
$5.66M Sell
2024
Q3
$6.84M Sell
2024
Q2
$9.82M Sell
2024
Q1
$10.9M Buy
2023
Q4
$10.9M Buy
2023
Q3
$9.86M Buy
2023
Q2
$9.38M Sell
2023
Q1
$11M Sell
2022
Q4
$11.2M Buy