Goelzer Investment 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	$880K	Sell	8,741 -11,689	-57%	-$1.18M	0.05%	155
2025 Q1	$2.06M	Buy	+20,430	New	+$2.06M	0.12%	125
2024 Q4	–	Sell	-2,998	Closed	-$302K	–	237
2024 Q3	$302K	Sell	2,998 -18,994	-86%	-$1.91M	0.02%	209
2024 Q2	$2.21M	Buy	+21,992	New	+$2.21M	0.12%	125