Exeter Financial’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
$221K Buy
2,193
+29
+1% +$2.92K 0.1% 88
2025
Q1
$218K Sell
2,164
-2
-0.1% -$201 0.1% 89
2024
Q4
$217K Hold
2,166
0.1% 90
2024
Q3
$218K Buy
+2,166
New +$218K 0.1% 88