Winch Advisory Services’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
2023 Q4	–	Sell	-36,444	Closed	-$3.67M	–	456
2023 Q3	$3.67M	Sell	36,444 -452	-1%	-$45.5K	1.35%	16
2023 Q2	$3.71M	Sell	36,896 -18	-0%	-$1.81K	1.33%	16
2023 Q1	$3.71M	Buy	36,914 +303	+0.8%	+$30.5K	1.44%	16
2022 Q4	$3.67M	Buy	+36,611	New	+$3.67M	1.56%	16