Plancorp LLC’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
$5.28M Buy
52,459
+28,624
+120% +$2.88M 0.18% 56
2025
Q1
$2.4M Buy
+23,835
New +$2.4M 0.1% 90