Center for Financial Planning’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Center for Financial Planning’s Portfolio SGOV Stock Details SGOV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell
2023 Q1	$502K	Hold
2022 Q4	$500K	Sell
2022 Q3	$1M	Hold
2022 Q2	$1M	Buy