Level Four Advisory Services’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
$1.29M Buy
12,823
+5,878
+85% +$592K 0.05% 336
2025
Q1
$699K Buy
6,945
+1,836
+36% +$185K 0.03% 430
2024
Q4
$513K Buy
5,109
+2,874
+129% +$288K 0.02% 488
2024
Q3
$225K Buy
+2,235
New +$225K 0.01% 702