Planned Solutions’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	$2.18M	Sell	21,671 -36,787	-63%	-$3.7M	0.83%	22
2025 Q1	$5.88M	Buy	58,458 +10,256	+21%	+$1.03M	2.38%	12
2024 Q4	$4.84M	Buy	48,202 +42,241	+709%	+$4.24M	1.95%	14
2024 Q3	$600K	Buy	+5,961	New	+$600K	0.24%	44