Van Hulzen Asset Management’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
Sell
-2,418
Closed -$243K 338
2025
Q1
$243K Sell
2,418
-32
-1% -$3.22K 0.02% 275
2024
Q4
$246K Buy
+2,450
New +$246K 0.02% 282
2023
Q4
Sell
-2,451
Closed -$247K 316
2023
Q3
$247K Buy
+2,451
New +$247K 0.02% 266