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Hayek Kallen Investment Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.57M Buy
45,366
+2,796
+7% +$282K 1.55% 20
2025
Q1
$4.29M Buy
42,570
+5,745
+16% +$578K 1.58% 20
2024
Q4
$3.69M Buy
36,825
+10,935
+42% +$1.1M 1.34% 24
2024
Q3
$2.61M Buy
25,890
+17,130
+196% +$1.73M 0.92% 32
2024
Q2
$882K Buy
+8,760
New +$882K 0.33% 52