Motive Wealth 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	$9.24M	Sell	91,776 -7,007	-7%	-$706K	4.21%	8
2025 Q1	$9.94M	Buy	98,783 +27,708	+39%	+$2.79M	5.32%	8
2024 Q4	$7.13M	Buy	+71,075	New	+$7.13M	3.83%	9