ORG Wealth Partners’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	$4.56M	Buy	45,395 +1,076	+2%	+$108K	1.09%	12
2025 Q1	$4.45M	Buy	44,319 +43,437	+4,925%	+$4.36M	1.37%	13
2024 Q4	$88.5K	Sell	882 -34,340	-97%	-$3.44M	0.03%	185
2024 Q3	$3.55M	Buy	+35,222	New	+$3.55M	1.18%	10