USAdvisors 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
2024
Q4
Sell
-5,757
Closed -$579K 144
2024
Q3
$579K Sell
5,757
-151
-3% -$15.2K 0.2% 77
2024
Q2
$594K Sell
5,908
-433
-7% -$43.5K 0.21% 73
2024
Q1
$638K Buy
+6,341
New +$638K 0.24% 80