Institute for 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	$333K	Buy	3,309 +736	+29%	+$74.1K	0.04%	406
2025 Q1	$259K	Buy	+2,573	New	+$259K	0.03%	451