Allen Capital Group’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
2023
Q4
Sell
-6,951
Closed -$697K 183
2023
Q3
$697K Buy
6,951
+1,250
+22% +$125K 0.12% 102
2023
Q2
$574K Buy
+5,701
New +$574K 0.1% 112
2022
Q4
Sell
-2,600
Closed -$261K 145
2022
Q3
$261K Buy
+2,600
New +$261K 0.06% 137