CAAS
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Capital Asset Advisory Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Capital Asset Advisory Services’s Portfolio SGOV Stock Details SGOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-50,847
Closed -$5.1M – 327
2023
Q4 		$5.1M Buy
+50,847
New +$5.1M 0.32% 45