SageView 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
2024
Q1
Hold
0
-$428K 785
2023
Q4
Sell
-4,226
Closed -$425K 426
2023
Q3
$425K Buy
+4,226
New +$425K 0.02% 353