Jessup Wealth Management’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	$402K	Sell	3,994 -25	-0.6%	-$2.52K	0.16%	55
2025 Q1	$405K	Sell	4,019 -196	-5%	-$19.7K	0.17%	55
2024 Q4	$423K	Buy	4,215 +463	+12%	+$46.4K	0.18%	49
2024 Q3	$378K	Buy	3,752 +107	+3%	+$10.8K	0.17%	42
2024 Q2	$367K	Buy	+3,645	New	+$367K	0.16%	44