325 Capital’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
Q1 | – | Sell |
-42,184
| Closed | -$4.23M | – | 13 |
|
|
2024
Q4 | $4.23M | Hold |
42,184
| – | – | 1.64% | 11 |
|
|
2024
Q3 | $4.25M | Sell |
42,184
-152,453
| -78% | -$15.4M | 1.8% | 11 |
|
|
2024
Q2 | $19.6M | Sell |
194,637
-89,500
| -31% | -$9.01M | 8.23% | 6 |
|
|
2024
Q1 | $28.6M | Hold |
284,137
| – | – | 13.21% | 3 |
|
|
2023
Q4 | $28.5M | Buy |
+284,137
| New | +$28.5M | 14.12% | 3 |
|