4J Wealth 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
2024
Q4
Sell
2024
Q3
$274K Hold
2024
Q2
$274K Sell
2024
Q1
$526K Buy
2023
Q4
$480K Hold
2023
Q3
$482K Hold
2023
Q2
$482K Hold
2023
Q1
$481K Buy