Elevation Wealth Partners’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	$1.72M	Buy	17,097 +176	+1%	+$17.7K	0.68%	34
2025 Q1	$1.7M	Buy	16,921 +113	+0.7%	+$11.4K	0.74%	30
2024 Q4	$1.69M	Buy	+16,808	New	+$1.69M	0.71%	28