AIMZ Investment Advisors’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
-2,400
Closed -$242K 131
2025
Q1
$242K Hold
2,400
0.08% 113
2024
Q4
$241K Sell
2,400
-400
-14% -$40.1K 0.08% 113
2024
Q3
$282K Hold
2,800
0.1% 105
2024
Q2
$282K Buy
+2,800
New +$282K 0.1% 105