Birchcreek 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
2024
Q2
Sell
-2,863
Closed -$288K 172
2024
Q1
$288K Buy
2,863
+292
+11% +$29.4K 0.15% 122
2023
Q4
$258K Buy
+2,571
New +$258K 0.15% 115