McClarren Financial Advisors’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	$2.33M	Buy	23,127 +16,926	+273%	+$1.7M	1.52%	16
2025 Q1	$621K	Buy	6,201 +4,201	+210%	+$421K	0.41%	42
2024 Q4	$200K	Buy	+2,000	New	+$200K	0.56%	31