Capital Advisors 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
2025 Q2	$9.41M	Buy	93,454 +42,810	+85%	+$4.31M	1.48%	18
2025 Q1	$5.1M	Buy	50,644 +29,419	+139%	+$2.96M	0.9%	32
2024 Q4	$2.13M	Buy	21,225 +11,955	+129%	+$1.2M	0.38%	46
2024 Q3	$934K	Buy	9,270 +4,405	+91%	+$444K	0.17%	64
2024 Q2	$490K	Buy	+4,865	New	+$490K	0.1%	88