Center for Financial Planning’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 Q2	–	Sell	-4,996	Closed	-$502K	–	584
2023 Q1	$502K	Hold	4,996	–	–	0.12%	79
2022 Q4	$500K	Sell	4,996 -4,996	-50%	-$500K	0.12%	77
2022 Q3	$1M	Hold	9,992	–	–	0.27%	43
2022 Q2	$1M	Buy	+9,992	New	+$1M	0.25%	45