New Wave 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	$607K	Buy	6,025 +1,057	+21%	+$106K	0.26%	63
2025 Q1	$500K	Buy	4,968 +252	+5%	+$25.4K	0.22%	64
2024 Q4	$473K	Sell	4,716 -2,504	-35%	-$251K	0.19%	70
2024 Q3	$727K	Buy	7,220 +3,006	+71%	+$303K	0.34%	50
2024 Q2	$424K	Buy	+4,214	New	+$424K	0.23%	68