Beam Wealth 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 Q4	–	Sell	-11,108	Closed	-$1.12M	–	106
2024 Q3	$1.12M	Buy	+11,108	New	+$1.12M	0.34%	59