Ritter Daniher Financial Advisory’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
Q4
Sell
-1,165
Closed -$117K 368
2023
Q3
$117K Buy
+1,165
New +$117K 0.05% 98
2022
Q4
Sell
-1,205
Closed -$121K 305
2022
Q3
$121K Hold
1,205
0.09% 79
2022
Q2
$121K Buy
+1,205
New +$121K 0.09% 78