LRI Investments’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$42.3K Sell
2025
Q1
$125K Buy
2024
Q4
$76.5K Hold
2024
Q3
$76.7K Sell
2024
Q2
$81.4K Buy