Consultiva Wealth Management’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
-10,232
Closed -$1.03M 271
2024
Q4
$1.03M Buy
10,232
+113
+1% +$11.3K 5.15% 6
2024
Q3
$1.02M Buy
+10,119
New +$1.02M 8.11% 6