Concentric Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Concentric Wealth Management’s Portfolio SGOV Stock Details SGOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$591K	Sell
2024 Q2	$768K	Hold
2024 Q1	$768K	Sell
2023 Q4	$779K	Sell
2023 Q3	$836K	Buy