Centerpoint Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$5K Sell
2025
Q1
$25K Buy
2023
Q4
Sell
2023
Q3
$5K Hold
2023
Q2
$5K Sell
2023
Q1
$32K Buy