Sellwood Investment Partners’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
$804K Buy
7,989
+82
+1% +$8.26K 0.38% 24
2025
Q1
$796K Buy
7,907
+53
+0.7% +$5.34K 0.42% 20
2024
Q4
$788K Buy
+7,854
New +$788K 0.42% 18