ICA Group 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
2024 Q2	–	Sell	-6,769	Closed	-$682K	–	1235
2024 Q1	$682K	Sell	6,769 -820	-11%	-$82.6K	0.14%	140
2023 Q4	$761K	Buy	+7,589	New	+$761K	0.17%	111
2023 Q3	–	Sell	-498	Closed	-$50.1K	–	1047
2023 Q2	$50.1K	Buy	+498	New	+$50.1K	0.01%	492