CWS Financial Advisors’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
-3,031
Closed -$304K 141
2023
Q4
$304K Buy
+3,031
New +$304K 0.11% 122