Cornerstone 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
2024
Q4
Sell
-2,641
Closed -$266K 598
2024
Q3
$266K Buy
+2,641
New +$266K 0.02% 480
2024
Q2
Sell
-2,137
Closed -$215K 561
2024
Q1
$215K Buy
+2,137
New +$215K 0.02% 504