New Century Financial Group’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 Q1	–	Sell	-6,626	Closed	-$665K	–	280
2024 Q4	$665K	Sell	6,626 -113	-2%	-$11.3K	0.28%	102
2024 Q3	$679K	Buy	6,739 +941	+16%	+$94.8K	0.25%	126
2024 Q2	$584K	Buy	+5,798	New	+$584K	0.25%	121