CFS Investment Advisory Services’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	$9.87M	Buy	97,978 +2,960	+3%	+$298K	0.81%	29
2025 Q1	$9.57M	Sell	95,018 -1,195	-1%	-$120K	0.85%	28
2024 Q4	$9.65M	Buy	+96,213	New	+$9.65M	0.87%	27