Clear Perspectives 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 Q1	$10.5M	Sell	104,680 -42,312	-29%	-$4.26M	5.9%	6
2022 Q4	$14.7M	Sell	146,992 -143,420	-49%	-$14.4M	7.82%	4
2022 Q3	$29.1M	Buy	290,412 +13,889	+5%	+$1.39M	14.28%	1
2022 Q2	$27.7M	Buy	+276,523	New	+$27.7M	10.79%	1