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Phil A. Younker & Associates’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Phil A. Younker & Associates’s Portfolio SGOV Stock Details SGOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$6.4M Buy
63,541
+14,239
+29% +$1.43M 6.31% 6
2025
Q1 		$4.96M Buy
+49,302
New +$4.96M 4.89% 7