Peak Financial 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 Q1	–	Sell	-30,260	Closed	-$3.04M	–	86
2024 Q4	$3.04M	Buy	+30,260	New	+$3.04M	1.58%	20