Ridgeline Wealth’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
Q3
$225K Hold
2025
Q2
$225K Sell
2025
Q1
$4.63M Sell
2024
Q4
$4.9M Buy