Fiduciary Alliance’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	$2.56M	Buy	25,392 +21,034	+483%	+$2.12M	0.19%	119
2025 Q1	$439K	Buy	+4,358	New	+$439K	0.04%	273
2024 Q4	–	Sell	-15,799	Closed	-$1.59M	–	361
2024 Q3	$1.59M	Buy	+15,799	New	+$1.59M	0.21%	91