B.O.S.S. Retirement Advisors’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 | $3.13M | Buy |
31,092
+5,586
| +22% | +$562K | 0.79% | 31 |
|
|
2025
Q1 | $2.57M | Buy |
25,506
+3,154
| +14% | +$318K | 0.74% | 30 |
|
|
2024
Q4 | $2.24M | Buy |
22,352
+16,524
| +284% | +$1.66M | 0.63% | 38 |
|
|
2024
Q3 | $587K | Buy |
5,828
+3,582
| +159% | +$361K | 0.12% | 140 |
|
|
2024
Q2 | $226K | Buy |
+2,246
| New | +$226K | 0.06% | 160 |
|
|
2024
Q1 | – | Sell |
-14,427
| Closed | -$1.45M | – | 210 |
|
|
2023
Q4 | $1.45M | Sell |
14,427
-22,973
| -61% | -$2.3M | 0.28% | 126 |
|
|
2023
Q3 | $3.77M | Sell |
37,400
-36,350
| -49% | -$3.66M | 0.81% | 24 |
|
|
2023
Q2 | $7.42M | Buy |
+73,750
| New | +$7.42M | 1.58% | 8 |
|