Smith Salley Wealth Management’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
Q1
Sell
-2,272
Closed -$228K 258
2024
Q4
$228K Buy
+2,272
New +$228K 0.01% 228