Maridea 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	$15M	Sell	149,453 -19,687	-12%	-$1.98M	3.92%	5
2025 Q1	$17M	Sell	169,140 -2,974	-2%	-$299K	5.55%	3
2024 Q4	$17.3M	Buy	+172,114	New	+$17.3M	5.56%	4