Pinnacle Wealth Management Group’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	-22,524	Closed	-$2.26M	–	123
2024 Q4	$2.26M	Sell	22,524 -2,755	-11%	-$276K	1.41%	22
2024 Q3	$2.55M	Sell	25,279 -65,359	-72%	-$6.58M	1.61%	20
2024 Q2	$9.13M	Buy	90,638 +24,515	+37%	+$2.47M	6.18%	1
2024 Q1	$6.66M	Buy	+66,123	New	+$6.66M	4.95%	2