Optivise Advisory Services’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	$601K	Sell	5,967 -65	-1%	-$6.55K	0.31%	84
2025 Q1	$607K	Buy	6,032 +241	+4%	+$24.3K	0.34%	72
2024 Q4	$581K	Buy	5,791 +28	+0.5%	+$2.81K	0.31%	76
2024 Q3	$580K	Buy	5,763 +252	+5%	+$25.4K	0.31%	68
2024 Q2	$555K	Buy	+5,511	New	+$555K	0.3%	76