Farnam 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
$14M Sell
139,023
-3,740
-3% -$377K 12.59% 2
2025
Q1
$14.4M Sell
142,763
-13,932
-9% -$1.4M 14.59% 1
2024
Q4
$15.7M Buy
156,695
+17,474
+13% +$1.75M 16.43% 1
2024
Q3
$14M Buy
+139,221
New +$14M 15.39% 1