Orgel Wealth Management’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
2024 Q1	–	Sell	-369,499	Closed	-$37M	–	84
2023 Q4	$37M	Buy	+369,499	New	+$37M	1.1%	21