Klein Pavlis & Peasley Financial’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Klein Pavlis & Peasley Financial’s Portfolio SGOV Stock Details SGOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$7.17M	Sell
2025 Q2	$14.6M	Buy
2025 Q1	$6.78M	Buy
2024 Q4	$5.24M	Buy
2024 Q3	$2.64M	Buy
2024 Q2	$1.89M	Sell
2024 Q1	$4.5M	Sell
2023 Q4	$4.68M	Buy