Bruce G. Allen Investments’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 | $176K | Sell |
1,751
-381
| -18% | -$38.4K | 0.13% | 84 |
|
|
2025
Q1 | $215K | Buy |
2,132
+1,605
| +305% | +$162K | 0.17% | 70 |
|
|
2024
Q4 | $52.9K | Sell |
527
-1,343
| -72% | -$135K | 0.04% | 246 |
|
|
2024
Q3 | $188K | Buy |
1,870
+48
| +3% | +$4.84K | 0.15% | 82 |
|
|
2024
Q2 | $183K | Buy |
1,822
+64
| +4% | +$6.45K | 0.15% | 81 |
|
|
2024
Q1 | $177K | Buy |
1,758
+297
| +20% | +$29.9K | 0.15% | 87 |
|
|
2023
Q4 | $146K | Buy |
+1,461
| New | +$146K | 0.13% | 100 |
|