Alterna Wealth 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	$4.42M	Sell	43,867 -783	-2%	-$78.8K	3.54%	6
2025 Q1	$4.49M	Buy	44,650 +24,164	+118%	+$2.43M	3.41%	6
2024 Q4	$2.06M	Buy	20,486 +3,823	+23%	+$384K	1.73%	16
2024 Q3	$1.68M	Sell	16,663 -4,773	-22%	-$481K	1.51%	18
2024 Q2	$2.16M	Buy	+21,436	New	+$2.16M	1.89%	15