Signature Estate & Investment Advisors’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
$739K Sell
7,337
-988
-12% -$99.5K 0.02% 282
2025
Q1
$838K Buy
8,325
+1,372
+20% +$138K 0.02% 247
2024
Q4
$698K Sell
6,953
-3,203
-32% -$321K 0.02% 279
2024
Q3
$1.02M Buy
10,156
+1,332
+15% +$134K 0.02% 201
2024
Q2
$889K Buy
+8,824
New +$889K 0.02% 215