Cherrydale 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
2024 Q1	–	Sell	-20,197	Closed	-$2.03M	–	63
2023 Q4	$2.03M	Buy	20,197 +643	+3%	+$64.5K	1.06%	14
2023 Q3	$1.97M	Buy	+19,554	New	+$1.97M	1.17%	14