Claro Advisors’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 | $2.09M | Buy |
20,716
+1,827
| +10% | +$184K | 0.34% | 65 |
|
|
2025
Q1 | $1.9M | Buy |
18,889
+16,714
| +768% | +$1.68M | 0.25% | 70 |
|
|
2024
Q4 | $218K | Sell |
2,175
-224
| -9% | -$22.5K | 0.03% | 445 |
|
|
2024
Q3 | $242K | Sell |
2,399
-1,122
| -32% | -$113K | 0.03% | 434 |
|
|
2024
Q2 | $355K | Buy |
3,521
+865
| +33% | +$87.1K | 0.06% | 288 |
|
|
2024
Q1 | $267K | Sell |
2,656
-6,811
| -72% | -$686K | 0.05% | 344 |
|
|
2023
Q4 | $949K | Buy |
+9,467
| New | +$949K | 0.21% | 108 |
|