J. Safra Sarasin Holding’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	-3,015	Closed	-$302K	–	509
2024 Q4	$302K	Sell	3,015 -437	-13%	-$43.8K	0.01%	434
2024 Q3	$348K	Buy	3,452 +756	+28%	+$76.1K	0.01%	408
2024 Q2	$272K	Buy	+2,696	New	+$272K	0.01%	433