Angeles 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
2025
Q2
$481K Buy
+4,774
New +$481K 0.03% 184
2025
Q1
Sell
-13,667
Closed -$1.37M 384
2024
Q4
$1.37M Buy
+13,667
New +$1.37M 0.11% 66