Safeguard Investment Advisory 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
2023 Q2	–	Sell	-4,396	Closed	-$442K	–	108
2023 Q1	$442K	Sell	4,396 -7,769	-64%	-$781K	0.21%	55
2022 Q4	$1.22M	Buy	12,165 +1,439	+13%	+$144K	0.75%	30
2022 Q3	$1.08M	Buy	+10,726	New	+$1.08M	0.74%	31