MorganRosel Wealth Management’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
2023 Q1	–	Sell	-77,435	Closed	-$7.75M	–	96
2022 Q4	$7.75M	Sell	77,435 -30,937	-29%	-$3.1M	3.57%	5
2022 Q3	$10.9M	Buy	+108,372	New	+$10.9M	5.45%	5