Blueprint Investment 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
Q1 | – | Sell |
-19,510
| Closed | -$1.96M | – | 185 |
|
2024
Q4 | $1.96M | Buy |
+19,510
| New | +$1.96M | 0.31% | 49 |
|
2024
Q3 | – | Sell |
-7,754
| Closed | -$781K | – | 175 |
|
2024
Q2 | $781K | Buy |
7,754
+4,903
| +172% | +$494K | 0.17% | 61 |
|
2024
Q1 | $287K | Sell |
2,851
-16,597
| -85% | -$1.67M | 0.06% | 119 |
|
2023
Q4 | $1.95M | Sell |
19,448
-27,998
| -59% | -$2.81M | 0.54% | 38 |
|
2023
Q3 | $4.78M | Buy |
47,446
+31,441
| +196% | +$3.17M | 1.54% | 13 |
|
2023
Q2 | $1.61M | Sell |
16,005
-34,167
| -68% | -$3.44M | 0.58% | 31 |
|
2023
Q1 | $5.05M | Sell |
50,172
-189,202
| -79% | -$19M | 1.15% | 23 |
|
2022
Q4 | $24M | Buy |
239,374
+98,609
| +70% | +$9.87M | 5.08% | 3 |
|
2022
Q3 | $14.1M | Buy |
+140,765
| New | +$14.1M | 3.85% | 4 |
|