Capital Analysts 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 | $95K | Sell |
945
-17
| -2% | -$1.71K | ﹤0.01% | 681 |
|
|
2025
Q1 | $97K | Sell |
962
-3,334
| -78% | -$336K | ﹤0.01% | 650 |
|
|
2024
Q4 | $431K | Buy |
4,296
+1,399
| +48% | +$140K | 0.02% | 356 |
|
|
2024
Q3 | $292K | Buy |
2,897
+2,827
| +4,039% | +$285K | 0.01% | 399 |
|
|
2024
Q2 | $7K | Hold |
70
| – | – | ﹤0.01% | 1010 |
|
|
2024
Q1 | $7K | Buy |
+70
| New | +$7K | ﹤0.01% | 962 |
|
|
2023
Q2 | – | Sell |
-584
| Closed | -$59K | – | 1032 |
|
|
2023
Q1 | $59K | Buy |
+584
| New | +$59K | ﹤0.01% | 566 |
|