EFS
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Essex Financial Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Essex Financial Services’s Portfolio SGOV Stock Details SGOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.03M Buy
10,265
+1,764
+21% +$178K 0.07% 244
2025
Q1 		$856K Buy
+8,501
New +$856K 0.06% 260