NBZ Investment 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	$940K	Buy	9,339 +1,941	+26%	+$195K	0.54%	27
2025 Q1	$745K	Buy	7,398 +2,415	+48%	+$243K	0.43%	30
2024 Q4	$500K	Buy	+4,983	New	+$500K	0.28%	33