Connectus Wealth’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
2024
Q1
$10.8M Sell
107,610
-166,772
-61% -$16.8M 0.3% 77
2023
Q4
$27.5M Buy
274,382
+68,270
+33% +$6.85M 0.56% 41
2023
Q3
$20.7M Buy
+206,112
New +$20.7M 0.46% 54