Norris Financial Group’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	33,046 +4,514	+16%	+$454K	1.09%	32
2025 Q4	$2.86M	Buy	28,532 +9,246	+48%	+$929K	0.97%	35
2025 Q3	$1.94M	Sell	19,286 -795	-4%	-$79.9K	0.71%	44
2025 Q2	$2.02M	Sell	20,081 -10,266	-34%	-$1.03M	0.83%	33
2025 Q1	$3.06M	Buy	30,347 +3,883	+15%	+$390K	1.43%	17
2024 Q4	$2.65M	Buy	26,464 +7,509	+40%	+$754K	1.25%	22
2024 Q3	$1.91M	Sell	18,955 -5,273	-22%	-$530K	0.94%	28
2024 Q2	$2.44M	Sell	24,228 -821	-3%	-$82.5K	1.27%	22
2024 Q1	$2.52M	Buy	25,049 +14,808	+145%	+$1.49M	1.38%	22
2023 Q4	$1.03M	Buy	+10,241	New	+$1.03M	0.62%	36