LWA
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LifeGoal Wealth Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

LifeGoal Wealth Advisors’s Portfolio SGOV Stock Details SGOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.71M Buy
16,957
+9,639
+132% +$971K 1.62% 14
2025
Q1 		$737K Buy
+7,318
New +$737K 0.8% 30