Betterment LLC’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 | $3.09M | Sell |
30,677
-1,670
| -5% | -$168K | 0.01% | 181 |
|
|
2025
Q1 | $3.26M | Buy |
32,347
+6,301
| +24% | +$634K | 0.01% | 169 |
|
|
2024
Q4 | $2.61M | Buy |
26,046
+227
| +0.9% | +$22.8K | 0.01% | 181 |
|
|
2024
Q3 | $2.6M | Sell |
25,819
-10,382
| -29% | -$1.05M | 0.01% | 162 |
|
|
2024
Q2 | $3.65M | Buy |
36,201
+4,415
| +14% | +$445K | 0.01% | 132 |
|
|
2024
Q1 | $3.2M | Sell |
31,786
-91
| -0.3% | -$9.16K | 0.01% | 121 |
|
|
2023
Q4 | $3.2M | Buy |
31,877
+3,291
| +12% | +$330K | 0.01% | 110 |
|
|
2023
Q3 | $2.88M | Sell |
28,586
-2,036
| -7% | -$205K | 0.01% | 106 |
|
|
2023
Q2 | $3.08M | Buy |
30,622
+23,416
| +325% | +$2.36M | 0.01% | 100 |
|
|
2023
Q1 | $725K | Buy |
7,206
+3,545
| +97% | +$357K | ﹤0.01% | 174 |
|
|
2022
Q4 | $367K | Buy |
3,661
+985
| +37% | +$98.7K | ﹤0.01% | 211 |
|
|
2022
Q3 | $268K | Hold |
2,676
| – | – | ﹤0.01% | 213 |
|
|
2022
Q2 | $268K | Sell |
2,676
-157
| -6% | -$15.7K | ﹤0.01% | 213 |
|
|
2022
Q1 | $283K | Buy |
+2,833
| New | +$283K | ﹤0.01% | 204 |
|