SwitchPoint Financial Planning’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	$2.85M	Buy	28,295 +243	+0.9%	+$24.5K	2.33%	12
2025 Q1	$2.82M	Buy	28,052 +11,157	+66%	+$1.12M	2.68%	9
2024 Q4	$1.69M	Buy	+16,895	New	+$1.69M	1.62%	17