Baltimore-Washington Financial Advisors’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
2024 Q2	–	Sell	-39,171	Closed	-$3.94M	–	147
2024 Q1	$3.94M	Buy	39,171 +12,048	+44%	+$1.21M	0.25%	77
2023 Q4	$2.72M	Buy	27,123 +5,056	+23%	+$507K	0.19%	86
2023 Q3	$2.22M	Buy	22,067 +4,090	+23%	+$412K	0.18%	86
2023 Q2	$1.81M	Buy	+17,977	New	+$1.81M	0.14%	88