Keystone Financial Group (Georgia)’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	$18.2M	Sell	181,168 -7,949	-4%	-$800K	11.61%	2
2025 Q1	$19M	Buy	189,117 +53,352	+39%	+$5.36M	13.37%	2
2024 Q4	$13.6M	Buy	+135,765	New	+$13.6M	11.02%	2