Grantvest 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	$5.12M	Sell	50,875 -3,929	-7%	-$396K	3.8%	3
2025 Q1	$5.52M	Buy	54,804 +1,258	+2%	+$127K	4.48%	3
2024 Q4	$5.37M	Buy	+53,546	New	+$5.37M	6%	1