HWM

Howard Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-13,600	Closed	-$1.36M	–	116
2022 Q4	$1.36M	Sell	13,600 -5,500	-29%	-$551K	1.12%	23
2022 Q3	$1.92M	Buy	19,100 +2,000	+12%	+$201K	1.36%	20
2022 Q2	$1.71M	Buy	+17,100	New	+$1.71M	1.81%	16