JSF Financial’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	-3,610	Closed	-$362K	–	135
2024 Q4	$362K	Sell	3,610 -34,021	-90%	-$3.41M	0.1%	96
2024 Q3	$3.79M	Buy	37,631 +1,023	+3%	+$103K	1.11%	18
2024 Q2	$3.69M	Buy	+36,608	New	+$3.69M	1.13%	18