WMS

Wealth Management Solutions’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-4,788	Closed	-$482K	–	91
2023 Q1	$482K	Buy	4,788 +23	+0.5%	+$2.31K	0.28%	38
2022 Q4	$477K	Buy	4,765 +1,157	+32%	+$116K	0.25%	48
2022 Q3	$362K	Buy	+3,608	New	+$362K	0.21%	50