Golden State Wealth Management’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	$4.65M	Sell	46,161 -4,490	-9%	-$452K	0.57%	32
2025 Q1	$5.1M	Sell	50,651 -263	-0.5%	-$26.5K	0.76%	27
2024 Q4	$5.11M	Buy	+50,914	New	+$5.11M	0.77%	25