Magnolia Private Wealth’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	$3.78M	Sell	37,536 -35,176	-48%	-$3.54M	2.93%	7
2025 Q1	$7.32M	Sell	72,712 -15,085	-17%	-$1.52M	6.03%	1
2024 Q4	$8.81M	Buy	+87,797	New	+$8.81M	7.57%	1