Mowery & Schoenfeld 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
2024 Q4	–	Sell	-241	Closed	-$24.3K	–	510
2024 Q3	$24.3K	Sell	241 -1,330	-85%	-$134K	0.04%	143
2024 Q2	$158K	Buy	1,571 +286	+22%	+$28.8K	0.23%	44
2024 Q1	$129K	Buy	1,285 +176	+16%	+$17.7K	0.25%	45
2023 Q4	$111K	Buy	+1,109	New	+$111K	0.22%	53