ZWJ Investment Counsel’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
$914K Buy
9,081
+5,753
+173% +$579K 0.03% 117
2025
Q1
$335K Buy
+3,328
New +$335K 0.01% 175
2024
Q3
Sell
-2,099
Closed -$211K 245
2024
Q2
$211K Buy
+2,099
New +$211K 0.01% 212