JDM 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	$4M	Sell	39,722 -3,178	-7%	-$320K	1.89%	13
2025 Q1	$4.32M	Buy	42,900 +20,343	+90%	+$2.05M	2.19%	12
2024 Q4	$2.26M	Buy	22,557 +3,237	+17%	+$325K	1.18%	16
2024 Q3	$1.95M	Buy	+19,320	New	+$1.95M	1.06%	18