IFG Advisory’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
$913K Buy
9,063
+5,059
+126% +$509K 0.05% 365
2025
Q1
$403K Buy
4,004
+105
+3% +$10.6K 0.02% 484
2024
Q4
$391K Buy
+3,899
New +$391K 0.02% 468
2024
Q3
Sell
-6,935
Closed -$699K 569
2024
Q2
$699K Buy
+6,935
New +$699K 0.04% 345