HM Payson & Co’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 Q1	–	Sell	-10,000	Closed	-$1M	–	1072
2024 Q4	$1M	Hold	10,000	–	–	0.02%	211
2024 Q3	$1.01M	Buy	+10,000	New	+$1.01M	0.02%	215