Stokes Family Office’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
-7,667
Closed -$772K 317
2023
Q3
$772K Sell
7,667
-46,248
-86% -$4.66M 0.09% 149
2023
Q2
$5.43M Buy
53,915
+3,050
+6% +$307K 0.63% 33
2023
Q1
$5.12M Buy
+50,865
New +$5.12M 0.64% 33