Diversified Portfolios Inc’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 Q2	$2.99M	Sell	29,692 -1,593	-5%	-$160K	0.29%	53
2025 Q1	$3.15M	Sell	31,285 -4,682	-13%	-$471K	0.33%	50
2024 Q4	$3.61M	Buy	35,967 +772	+2%	+$77.4K	0.39%	48
2024 Q3	$3.54M	Buy	35,195 +31,373	+821%	+$3.16M	0.4%	45
2024 Q2	$385K	Buy	+3,822	New	+$385K	0.05%	110