Great Lakes Retirement’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 Q1	–	Sell	-10,345	Closed	-$1.04M	–	232
2023 Q4	$1.04M	Sell	10,345 -17,383	-63%	-$1.74M	0.17%	120
2023 Q3	$2.79M	Sell	27,728 -28,121	-50%	-$2.83M	0.5%	38
2023 Q2	$5.62M	Buy	+55,849	New	+$5.62M	0.99%	24