Castleview Partners’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
2023
Q4
Sell
-17
Closed -$1.71K 887
2023
Q3
$1.71K Buy
+17
New +$1.71K ﹤0.01% 567
2023
Q1
Sell
-20
Closed -$2K 711
2022
Q4
$2K Hold
20
﹤0.01% 517
2022
Q3
$2K Buy
+20
New +$2K ﹤0.01% 540