Altus Wealth Group’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	$1.19M	Buy	11,866 +4,122	+53%	+$415K	0.53%	41
2025 Q1	$780K	Sell	7,744 -21,675	-74%	-$2.18M	0.37%	54
2024 Q4	$2.95M	Buy	29,419 +2,844	+11%	+$285K	1.31%	18
2024 Q3	$2.68M	Buy	+26,575	New	+$2.68M	1.14%	19