Custos Family Office’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
Sell
-2,742
Closed -$275K 48
2023
Q4
$275K Buy
2,742
+45
+2% +$4.51K 0.14% 38
2023
Q3
$271K Buy
2,697
+196
+8% +$19.7K 0.18% 34
2023
Q2
$252K Sell
2,501
-91
-4% -$9.16K 0.16% 38
2023
Q1
$261K Buy
+2,592
New +$261K 0.18% 31