Leicht Financial Planning & 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
$2.51M Buy
24,911
+9,143
+58% +$921K 1.19% 13
2025
Q1
$1.59M Buy
+15,768
New +$1.59M 0.83% 16