FullCircle Wealth’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	$589K	Hold	5,862	–	–	0.22%	132
2025 Q1	$590K	Sell	5,862 -500	-8%	-$50.3K	0.24%	118
2024 Q4	$639K	Hold	6,362	–	–	0.26%	116
2024 Q3	$640K	Sell	6,362 -4,620	-42%	-$465K	0.29%	113
2024 Q2	$1.11M	Buy	+10,982	New	+$1.11M	0.54%	58