1858 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 | $278K | Sell |
2,756
-603
| -18% | -$60.7K | 0.2% | 88 |
|
|
2025
Q1 | $338K | Buy |
3,359
+323
| +11% | +$32.5K | 0.29% | 70 |
|
|
2024
Q4 | $305K | Buy |
3,036
+710
| +31% | +$71.2K | 0.24% | 86 |
|
|
2024
Q3 | $234K | Buy |
+2,326
| New | +$234K | 0.19% | 105 |
|
|
2024
Q2 | – | Sell |
-8,802
| Closed | -$883K | – | 142 |
|
|
2024
Q1 | $883K | Hold |
8,802
| – | – | 0.84% | 34 |
|
|
2023
Q4 | $883K | Buy |
+8,802
| New | +$883K | 0.84% | 34 |
|