Buck Wealth Strategies’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 | $4.94M | Buy |
49,053
+7,350
| +18% | +$740K | 0.75% | 43 |
|
|
2025
Q1 | $4.2M | Sell |
41,703
-114,603
| -73% | -$11.5M | 0.76% | 43 |
|
|
2024
Q4 | $15.7M | Buy |
156,306
+53,495
| +52% | +$5.37M | 3.26% | 4 |
|
|
2024
Q3 | $10.4M | Sell |
102,811
-16,594
| -14% | -$1.67M | 3.26% | 4 |
|
|
2024
Q2 | $12M | Sell |
119,405
-169,645
| -59% | -$17.1M | 3.55% | 2 |
|
|
2024
Q1 | $29.1M | Buy |
289,050
+197,237
| +215% | +$19.9M | 10% | 2 |
|
|
2023
Q4 | $9.21M | Buy |
91,813
+33,206
| +57% | +$3.33M | 3.41% | 3 |
|
|
2023
Q3 | $5.9M | Sell |
58,607
-523,134
| -90% | -$52.7M | 2.37% | 12 |
|
|
2023
Q2 | $55.3M | Buy |
581,741
+60,754
| +12% | +$5.78M | 24% | 1 |
|
|
2023
Q1 | $48.3M | Buy |
+520,987
| New | +$48.3M | 23.56% | 1 |
|
|
2022
Q3 | $5.8M | Buy |
+57,589
| New | +$5.8M | 2.71% | 6 |
|