J.M. Forbes & Co’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	-2,266	Closed	-$227K	–	132
2023 Q4	$227K	Hold	2,266	–	–	0.03%	125
2023 Q3	$228K	Hold	2,266	–	–	0.03%	121
2023 Q2	$228K	Buy	+2,266	New	+$228K	0.03%	120