BFWM
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Bright Futures Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Bright Futures Wealth Management’s Portfolio SGOV Stock Details SGOV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,393
Closed -$644K – 211
2024
Q3 		$644K Buy
6,393
+610
+11% +$61.4K 0.31% 95
2024
Q2 		$580K Sell
5,783
-330
-5% -$33.1K 0.31% 96
2024
Q1 		$615K Buy
+6,113
New +$615K 0.33% 84