CP
SGOV icon

Capital Planning’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Capital Planning’s Portfolio SGOV Stock Details SGOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.11M Sell
30,917
-14,671
-32% -$1.48M 0.98% 29
2025
Q1 		$4.59M Buy
45,588
+27,449
+151% +$2.76M 1.28% 23
2024
Q4 		$1.82M Buy
18,139
+16,149
+812% +$1.62M 0.48% 38
2024
Q3 		$200K Buy
+1,990
New +$200K 0.06% 87