Lee Johnson Capital 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 | $76.5M | Buy |
759,836
+157,972
| +26% | +$15.9M | 26.33% | 1 |
|
|
2025
Q1 | $60.6M | Sell |
601,864
-44,252
| -7% | -$4.45M | 32.04% | 1 |
|
|
2024
Q4 | $64.8M | Sell |
646,116
-145,474
| -18% | -$14.6M | 34.2% | 1 |
|
|
2024
Q3 | $79.7M | Sell |
791,590
-41,128
| -5% | -$4.14M | 41% | 1 |
|
|
2024
Q2 | $83.9M | Sell |
832,718
-119,176
| -13% | -$12M | 42.79% | 1 |
|
|
2024
Q1 | $95.9M | Buy |
+951,894
| New | +$95.9M | 49.82% | 1 |
|