Principle 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
2024 Q2	–	Sell	-2,504	Closed	-$252K	–	339
2024 Q1	$252K	Sell	2,504 -199	-7%	-$20K	0.02%	306
2023 Q4	$271K	Buy	2,703 +553	+26%	+$55.4K	0.02%	284
2023 Q3	$216K	Buy	+2,150	New	+$216K	0.02%	301