Legacy Capital Group California’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	-11,534	Closed	-$1.16M	–	335
2024 Q1	$1.16M	Sell	11,534 -30,977	-73%	-$3.12M	0.43%	58
2023 Q4	$4.26M	Buy	42,511 +1,299	+3%	+$130K	1.65%	9
2023 Q3	$4.15M	Buy	+41,212	New	+$4.15M	1.78%	7