Emprise Bank’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
$9.03M Sell
89,704
-21,131
-19% -$2.13M 4.34% 6
2025
Q1
$11.2M Sell
110,835
-4,042
-4% -$407K 5.97% 5
2024
Q4
$11.5M Sell
114,877
-2,675
-2% -$268K 6.51% 2
2024
Q3
$11.8M Buy
117,552
+13,446
+13% +$1.35M 6.82% 2
2024
Q2
$10.5M Sell
104,106
-2,647
-2% -$267K 6.47% 2
2024
Q1
$10.8M Buy
+106,753
New +$10.8M 7.24% 1