Asset Dedication LLC’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
2025
Q2
$147K Sell
2025
Q1
$182K Buy
2024
Q4
$29.9K Hold
2024
Q3
$30K Hold
2024
Q2
$30K Buy