Lloyd 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
2024
Q2
Sell
-283,884
Closed -$27.7M 178
2024
Q1
$27.7M Buy
283,884
+203,984
+255% +$19.9M 5.91% 2
2023
Q4
$8.01M Sell
79,900
-147,928
-65% -$14.8M 3.8% 7
2023
Q3
$20.6M Buy
+227,828
New +$20.6M 6.79% 1