Capital Planning’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Capital Planning’s Portfolio SGOV Stock Details SGOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.48M	Sell
2025 Q2	$3.11M	Sell
2025 Q1	$4.59M	Buy
2024 Q4	$1.82M	Buy
2024 Q3	$200K	Buy