Lumbard & Kellner’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
$1.05M Sell
10,416
-1,671
-14% -$168K 0.46% 46
2025
Q1
$1.22M Buy
+12,087
New +$1.22M 0.54% 49