Bristlecone 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 | $518K | Buy |
5,144
+612
| +14% | +$61.6K | 0.04% | 156 |
|
|
2025
Q1 | $456K | Sell |
4,532
-5,525
| -55% | -$556K | 0.04% | 203 |
|
|
2024
Q4 | $1.01M | Sell |
10,057
-1,465
| -13% | -$147K | 0.08% | 148 |
|
|
2024
Q3 | $1.16M | Buy |
+11,522
| New | +$1.16M | 0.09% | 134 |
|
|
2024
Q2 | – | Sell |
-2,586
| Closed | -$260K | – | 296 |
|
|
2024
Q1 | $260K | Sell |
2,586
-550
| -18% | -$55.4K | 0.02% | 249 |
|
|
2023
Q4 | $314K | Buy |
3,136
+734
| +31% | +$73.6K | 0.03% | 223 |
|
|
2023
Q3 | $242K | Buy |
+2,402
| New | +$242K | 0.03% | 235 |
|