Bison Wealth’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	$2.83M	Buy	28,209 +17,409	+161%	+$1.75M	0.62%	35
2024 Q3	$1.09M	Buy	10,800 +4,430	+70%	+$446K	0.17%	125
2024 Q2	$642K	Hold	6,370	–	–	0.1%	203
2024 Q1	$642K	Sell	6,370 -626	-9%	-$63K	0.1%	203
2023 Q4	$701K	Buy	+6,996	New	+$701K	0.12%	180