Alpha Financial Partners’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 | $1.66M | Sell |
16,524
-462
| -3% | -$46.5K | 1.2% | 12 |
|
|
2025
Q1 | $1.71M | Sell |
16,986
-735
| -4% | -$74K | 1.37% | 9 |
|
|
2024
Q4 | $1.78M | Buy |
+17,721
| New | +$1.78M | 1.41% | 11 |
|
|
2024
Q3 | – | Sell |
-18,925
| Closed | -$1.91M | – | 146 |
|
|
2024
Q2 | $1.91M | Buy |
18,925
+5,560
| +42% | +$560K | 1.65% | 13 |
|
|
2024
Q1 | $1.35M | Buy |
13,365
+539
| +4% | +$54.3K | 1.22% | 12 |
|
|
2023
Q4 | $1.29M | Sell |
12,826
-2,170
| -14% | -$218K | 1.27% | 12 |
|
|
2023
Q3 | $1.51M | Buy |
14,996
+4,860
| +48% | +$489K | 1.75% | 13 |
|
|
2023
Q2 | $1.02M | Buy |
10,136
+2,675
| +36% | +$269K | 1.09% | 19 |
|
|
2023
Q1 | $750K | Buy |
+7,461
| New | +$750K | 0.84% | 26 |
|