Centaurus Financial’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
$8.39M Sell
83,278
-17,149
-17% -$1.73M 0.49% 53
2025
Q1
$10.1M Sell
100,427
-11,562
-10% -$1.16M 0.61% 44
2024
Q4
$11.2M Sell
111,989
-89,271
-44% -$8.96M 0.69% 33
2024
Q3
$20.3M Buy
201,260
+3,649
+2% +$368K 1.29% 9
2024
Q2
$19.9M Buy
197,611
+16,552
+9% +$1.67M 1.33% 10
2024
Q1
$18.2M Buy
181,059
+3,305
+2% +$333K 1.28% 8
2023
Q4
$17.8M Sell
177,754
-19,432
-10% -$1.95M 1.35% 8
2023
Q3
$19.9M Buy
197,186
+41,754
+27% +$4.2M 1.73% 7
2023
Q2
$15.6M Buy
155,432
+1,080
+0.7% +$109K 1.37% 7
2023
Q1
$15.5M Buy
154,352
+55,743
+57% +$5.61M 1.24% 8
2022
Q4
$9.88M Buy
98,609
+59,393
+151% +$5.95M 0.93% 19
2022
Q3
$3.93M Buy
+39,216
New +$3.93M 0.38% 56