Valeo Financial Advisors’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
2022 Q4	–	Sell	-5,999	Closed	-$602K	–	571
2022 Q3	$602K	Sell	5,999 -3,995	-40%	-$401K	0.04%	230
2022 Q2	$1M	Buy	+9,994	New	+$1M	0.06%	161