MBM Wealth Consultants’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 Q3	–	Sell	-62,116	Closed	-$6.24M	–	110
2024 Q2	$6.24M	Sell	62,116 -9,176	-13%	-$921K	2.13%	12
2024 Q1	$7.18M	Buy	71,292 +2,206	+3%	+$222K	2.53%	12
2023 Q4	$6.96M	Buy	69,086 +11,750	+20%	+$1.18M	2.6%	12
2023 Q3	$5.76M	Buy	+57,336	New	+$5.76M	2.5%	12