Avantax Planning Partners’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	–	Sell	-2,749	Closed	-$277K	–	460
2025 Q1	$277K	Buy	+2,749	New	+$277K	0.01%	349
2024 Q3	–	Sell	-2,096	Closed	-$211K	–	479
2024 Q2	$211K	Sell	2,096 -50	-2%	-$5.04K	0.01%	438
2024 Q1	$216K	Buy	+2,146	New	+$216K	0.01%	431