EisnerAmper Wealth Management Corporate Benefits’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
Q2
Sell
-54,788
Closed -$5.51M 61
2023
Q1
$5.51M Buy
54,788
+2,220
+4% +$223K 2.67% 12
2022
Q4
$5.26M Buy
52,568
+12,745
+32% +$1.28M 2.69% 12
2022
Q3
$3.99M Buy
+39,823
New +$3.99M 2.28% 14