Atlantic Private Wealth’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	$6.39M	Buy	+63,440	New	+$6.39M	4.28%	4
2024 Q1	–	Sell	-15,892	Closed	-$1.59M	–	117
2023 Q4	$1.59M	Sell	15,892 -17,097	-52%	-$1.71M	1.42%	12
2023 Q3	$3.32M	Buy	+32,989	New	+$3.32M	3.35%	9