Northeast Planning Associates NH’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	–	Sell	-5,200	Closed	-$523K	–	49
2025 Q1	$523K	Hold	5,200	–	–	0.43%	28
2024 Q4	$522K	Buy	+5,200	New	+$522K	0.54%	25