BankPlus Wealth Management’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	$710K	Buy	7,053 +75	+1%	+$7.55K	0.47%	38
2025 Q1	$702K	Buy	+6,978	New	+$702K	0.52%	35