Columbia Advisory Partners’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 Q1	–	Sell	-11,462	Closed	-$1.15M	–	76
2024 Q4	$1.15M	Buy	+11,462	New	+$1.15M	1.07%	25
2024 Q3	–	Sell	-12,008	Closed	-$1.21M	–	61
2024 Q2	$1.21M	Buy	12,008 +3,220	+37%	+$324K	1.18%	18
2024 Q1	$885K	Buy	+8,788	New	+$885K	0.9%	20