Campbell 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
Q4
$8.52M Buy
84,902
+30,953
+57% +$3.11M 0.77% 14
2024
Q3
$5.43M Sell
53,949
-6,908
-11% -$696K 0.48% 17
2024
Q2
$6.13M Buy
60,857
+44,540
+273% +$4.49M 1.98% 8
2024
Q1
$1.64M Buy
+16,317
New +$1.64M 0.16% 25