Tandem 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
$571K Buy
5,669
+1,169
+26% +$118K 0.5% 47
2025
Q1
$453K Sell
4,500
-3,558
-44% -$358K 0.45% 49
2024
Q4
$808K Buy
+8,058
New +$808K 0.77% 29