Elevate Capital 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
2025
Q2
$2.91M Buy
28,883
+8,828
+44% +$889K 2.32% 11
2025
Q1
$2.02M Buy
20,055
+5,995
+43% +$604K 1.87% 19
2024
Q4
$1.41M Buy
+14,060
New +$1.41M 1.24% 32