Clear Perspectives Financial Planning’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
2023
Q1
$10.5M Sell
2022
Q4
$14.7M Sell
2022
Q3
$29.1M Buy
2022
Q2
$27.7M Buy