Commonwealth Financial 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	$852K	Sell	8,458 -10,096	-54%	-$1.02M	0.16%	79
2025 Q1	$1.87M	Sell	18,554 -2,914	-14%	-$293K	0.38%	52
2024 Q4	$2.15M	Sell	21,468 -47,990	-69%	-$4.81M	0.42%	47
2024 Q3	$6.97M	Buy	69,458 +48,220	+227%	+$4.84M	1.38%	23
2024 Q2	$2.13M	Buy	+21,238	New	+$2.13M	0.44%	42