Heritage Oak Wealth Advisors’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	$2.44M	Sell	24,279 -16,925	-41%	-$1.7M	0.94%	20
2025 Q1	$4.15M	Sell	41,204 -106,954	-72%	-$10.8M	1.82%	10
2024 Q4	$14.9M	Buy	148,158 +140,938	+1,952%	+$14.1M	6.98%	4
2024 Q3	$727K	Sell	7,220 -7,557	-51%	-$761K	0.34%	50
2024 Q2	$1.49M	Buy	+14,777	New	+$1.49M	0.75%	26