Accurate 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 | $548K | Sell |
5,450
-380
| -7% | -$38.2K | 0.08% | 249 |
|
|
2025
Q1 | $586K | Sell |
5,830
-73,992
| -93% | -$7.44M | 0.11% | 187 |
|
|
2024
Q4 | $8.02M | Buy |
79,822
+74,343
| +1,357% | +$7.47M | 1.54% | 9 |
|
|
2024
Q3 | $551K | Buy |
+5,479
| New | +$551K | 0.11% | 179 |
|
|
2024
Q2 | – | Sell |
-61,748
| Closed | -$6.21M | – | 336 |
|
|
2024
Q1 | $6.21M | Buy |
+61,748
| New | +$6.21M | 1.81% | 7 |
|
|
2023
Q4 | – | Sell |
-67,295
| Closed | -$6.76M | – | 289 |
|
|
2023
Q3 | $6.76M | Buy |
+67,295
| New | +$6.76M | 2.12% | 10 |
|
|
2023
Q2 | – | Sell |
-6,357
| Closed | -$638K | – | 288 |
|
|
2023
Q1 | $638K | Sell |
6,357
-88,602
| -93% | -$8.89M | 0.22% | 104 |
|
|
2022
Q4 | $9.52M | Buy |
+94,959
| New | +$9.52M | 3.5% | 4 |
|
|
2022
Q3 | – | Sell |
-185,167
| Closed | -$18.5M | – | 209 |
|
|
2022
Q2 | $18.5M | Buy |
+185,167
| New | +$18.5M | 10.07% | 2 |
|