Williams Jones 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	-2,000	Closed	-$201K	–	536
2024 Q3	$201K	Hold	2,000	–	–	﹤0.01%	494
2024 Q2	$201K	Buy	+2,000	New	+$201K	﹤0.01%	480