Centric Wealth Management’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
2025
Q2
$8.43M Buy
83,910
+42,975
+105% +$4.32M 2.01% 10
2025
Q1
$4.12M Buy
+40,935
New +$4.12M 1.08% 20