Kozak & Associates’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	$81.1K	Buy	807 +8	+1%	+$804	0.02%	120
2025 Q1	$80.3K	Buy	799 +8	+1%	+$804	0.02%	106
2024 Q4	$79.4K	Buy	+791	New	+$79.4K	0.02%	111
2024 Q1	–	Sell	-80	Closed	-$8.05K	–	457
2023 Q4	$8.05K	Buy	+80	New	+$8.05K	﹤0.01%	252