Strata Wealth Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$214K Buy
2024
Q1
Sell
2023
Q4
$856K Buy
2023
Q3
$854K Buy
2023
Q1
$453K Sell
2022
Q4
$801K Buy