Buckingham Strategic 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
Q2
$818K Sell
8,122
-2,281
-22% -$230K 0.01% 370
2024
Q1
$1.05M Buy
10,403
+7,572
+267% +$763K 0.01% 326
2023
Q4
$284K Buy
2,831
+81
+3% +$8.12K ﹤0.01% 581
2023
Q3
$277K Buy
+2,750
New +$277K ﹤0.01% 544