Evergreen Capital Management’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
$20.8M Buy
206,941
+56,667
+38% +$5.71M 0.63% 30
2025
Q1
$15.1M Buy
150,274
+76,187
+103% +$7.67M 0.51% 47
2024
Q4
$7.43M Buy
74,087
+21,798
+42% +$2.19M 0.24% 117
2024
Q3
$5.27M Buy
52,289
+27,972
+115% +$2.82M 0.18% 144
2024
Q2
$2.45M Buy
+24,317
New +$2.45M 0.09% 218