Jessup Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$358K Sell
2025
Q2
$402K Sell
2025
Q1
$405K Sell
2024
Q4
$423K Buy
2024
Q3
$378K Buy
2024
Q2
$367K Buy