Cedar Brook Financial 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
2024 Q2	–	Sell	-8,738	Closed	-$880K	–	341
2024 Q1	$880K	Buy	8,738 +2,454	+39%	+$247K	0.17%	138
2023 Q4	$631K	Buy	6,284 +4,259	+210%	+$428K	0.14%	156
2023 Q3	$204K	Buy	+2,025	New	+$204K	0.05%	348