Signet Financial Management’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	$6.93M	Sell	68,804 -1,669	-2%	-$168K	0.78%	34
2025 Q4	$7.07M	Sell	70,473 -4,352	-6%	-$437K	0.79%	33
2025 Q3	$7.53M	Buy	74,825 +70	+0.1%	+$7.04K	0.87%	27
2025 Q2	$7.53M	Sell	74,755 -995	-1%	-$100K	0.95%	25
2025 Q1	$7.63M	Sell	75,750 -11,685	-13%	-$1.17M	1.03%	24
2024 Q4	$8.77M	Buy	87,435 +2,458	+3%	+$247K	1.12%	19
2024 Q3	$8.56M	Buy	84,977 +4,037	+5%	+$406K	1.09%	22
2024 Q2	$8.15M	Buy	80,940 +6,722	+9%	+$676K	1.1%	22
2024 Q1	$7.47M	Buy	74,218 +3,978	+6%	+$400K	1.03%	25
2023 Q4	$7.04M	Buy	70,240 +11,434	+19%	+$1.15M	1.05%	19
2023 Q3	$5.92M	Buy	58,806 +665	+1%	+$66.8K	0.98%	23
2023 Q2	$5.85M	Sell	58,141 -5,506	-9%	-$553K	0.93%	22
2023 Q1	$6.4M	Buy	+63,647	New	+$6.39M	1.08%	17