Sax Wealth Advisors’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
2025 Q2	$334K	Sell	3,318 -2,461	-43%	-$248K	0.02%	321
2025 Q1	$582K	Sell	5,779 -55	-0.9%	-$5.54K	0.04%	198
2024 Q4	$585K	Sell	5,834 -1,157	-17%	-$116K	0.05%	176
2024 Q3	$704K	Buy	+6,991	New	+$704K	0.06%	125