Regimen Wealth’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
2023
Q2
Sell
-4,643
Closed -$446K 60
2023
Q1
$446K Buy
4,643
+26
+0.6% +$2.5K 0.19% 39
2022
Q4
$462K Buy
+4,617
New +$462K 0.31% 35