Luminvest 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	$414K	Buy	4,112 +540	+15%	+$54.4K	0.15%	31
2025 Q1	$360K	Buy	+3,572	New	+$360K	0.15%	26