Studio Investment 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	$8.36M	Buy	83,031 +441	+0.5%	+$44.3K	1.51%	12
2025 Q4	$8.29M	Buy	82,590 +4,453	+6%	+$448K	1.51%	13
2025 Q3	$7.87M	Buy	78,137 +13,551	+21%	+$1.36M	1.49%	13
2025 Q2	$6.5M	Sell	64,586 -6,486	-9%	-$652K	1.31%	16
2025 Q1	$7.15M	Buy	71,072 +10,604	+18%	+$1.07M	1.48%	14
2024 Q4	$6.07M	Sell	60,468 -3,810	-6%	-$383K	1.29%	19
2024 Q3	$6.47M	Sell	64,278 -3,059	-5%	-$308K	1.36%	18
2024 Q2	$6.78M	Buy	67,337 +18,356	+37%	+$1.85M	1.54%	15
2024 Q1	$4.93M	Buy	48,981 +10,747	+28%	+$1.08M	1.17%	22
2023 Q4	$3.83M	Buy	38,234 +2,079	+6%	+$209K	0.98%	31
2023 Q3	$3.64M	Buy	36,155 +11,412	+46%	+$1.15M	1.02%	26
2023 Q2	$2.49M	Buy	24,743 +24,187	+4,350%	+$2.43M	0.7%	39
2023 Q1	$55.9K	Buy	+556	New	+$55.8K	0.02%	149