Ridgeline Wealth’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	$225K	Sell	2,236 -43,790	-95%	-$4.41M	0.18%	45
2025 Q1	$4.63M	Sell	46,026 -2,800	-6%	-$282K	3.94%	6
2024 Q4	$4.9M	Buy	+48,826	New	+$4.9M	3.99%	6