Destiny Wealth Partners’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
2023
Q4
Sell
-10,372
Closed -$1.04M 171
2023
Q3
$1.04M Sell
10,372
-5,947
-36% -$599K 0.21% 73
2023
Q2
$1.64M Buy
+16,319
New +$1.64M 0.31% 65
2022
Q2
Sell
-59
Closed -$6K 652
2022
Q1
$6K Buy
+59
New +$6K ﹤0.01% 464