Fiduciary Financial Group’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	$26.2M	Buy	260,709 +79,100	+44%	+$7.94M	4.73%	3
2025 Q1	$18.2M	Sell	181,609 -27,294	-13%	-$2.74M	3.97%	4
2024 Q4	$21M	Buy	208,903 +121,892	+140%	+$12.2M	4.56%	3
2024 Q3	$8.74M	Buy	87,011 +5,001	+6%	+$502K	2.01%	11
2024 Q2	$8.24M	Buy	+82,010	New	+$8.24M	1.99%	11