Capitol Family Office’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 | $331K | Buy |
3,291
+42
| +1% | +$4.23K | 0.43% | 22 |
|
|
2025
Q1 | $327K | Sell |
3,249
-271
| -8% | -$27.3K | 0.46% | 22 |
|
|
2024
Q4 | $353K | Buy |
3,520
+1,500
| +74% | +$150K | 0.47% | 14 |
|
|
2024
Q3 | $203K | Buy |
+2,020
| New | +$203K | 0.25% | 18 |
|
|
2024
Q1 | – | Sell |
-4,092
| Closed | -$410K | – | 16 |
|
|
2023
Q4 | $410K | Sell |
4,092
-102
| -2% | -$10.2K | 0.69% | 14 |
|
|
2023
Q3 | $422K | Buy |
4,194
+750
| +22% | +$75.5K | 0.8% | 14 |
|
|
2023
Q2 | $347K | Sell |
3,444
-176
| -5% | -$17.7K | 0.79% | 11 |
|
|
2023
Q1 | $364K | Buy |
+3,620
| New | +$364K | 0.72% | 13 |
|