LRI Investments’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	$42.3K	Sell	420 -818	-66%	-$82.4K	﹤0.01%	579
2025 Q1	$125K	Buy	1,238 +475	+62%	+$47.8K	0.01%	365
2024 Q4	$76.5K	Hold	763	–	–	0.01%	461
2024 Q3	$76.7K	Sell	763 -45	-6%	-$4.52K	0.01%	458
2024 Q2	$81.4K	Buy	+808	New	+$81.4K	0.01%	417