Lionshead 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	$1.54M	Sell	15,276 -11,742	-43%	-$1.18M	1.42%	24
2025 Q1	$2.72M	Buy	27,018 +905	+3%	+$91.1K	2.83%	10
2024 Q4	$2.62M	Buy	+26,113	New	+$2.62M	1.89%	17