Norris Financial Group, LLC’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
2026
Q1
$3.33M Buy
2025
Q4
$2.86M Buy
2025
Q3
$1.94M Sell
2025
Q2
$2.02M Sell
2025
Q1
$3.06M Buy
2024
Q4
$2.65M Buy
2024
Q3
$1.91M Sell
2024
Q2
$2.44M Sell
2024
Q1
$2.52M Buy
2023
Q4
$1.03M Buy