Stonekeep Investments’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	$12.8M	Sell	126,827 -9,286	-7%	-$935K	8.6%	3
2025 Q1	$13.7M	Sell	136,113 -15,800	-10%	-$1.59M	10.11%	3
2024 Q4	$15.2M	Sell	151,913 -6,499	-4%	-$652K	11.35%	3
2024 Q3	$16M	Hold	158,412	–	–	12.32%	3
2024 Q2	$16M	Buy	+158,412	New	+$16M	12.94%	3