Austin 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	$724K	Hold	7,188	–	–	0.06%	133
2025 Q1	$724K	Sell	7,188 -4,249	-37%	-$428K	0.06%	123
2024 Q4	$1.15M	Buy	11,437 +6,965	+156%	+$699K	0.11%	77
2024 Q3	$450K	Sell	4,472 -1,591	-26%	-$160K	0.04%	138
2024 Q2	$611K	Buy	+6,063	New	+$611K	0.07%	107