Ehrlich Financial Group’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
Q3
Sell
-2,170
Closed -$219K 122
2024
Q2
$219K Sell
2,170
-30
-1% -$3.02K 0.17% 96
2024
Q1
$222K Buy
+2,200
New +$222K 0.19% 90