Asset Dedication LLC’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	$147K	Sell	1,459 -353	-19%	-$35.5K	0.01%	364
2025 Q1	$182K	Buy	1,812 +1,514	+508%	+$152K	0.01%	307
2024 Q4	$29.9K	Hold	298	–	–	﹤0.01%	562
2024 Q3	$30K	Hold	298	–	–	﹤0.01%	599
2024 Q2	$30K	Buy	+298	New	+$30K	﹤0.01%	586