CCFM
Clear Creek Financial Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.86M | Buy |
97,927
+2,838
| +3% | +$286K | 0.94% | 18 |
|
|
2025
Q1 | $9.57M | Buy |
95,089
+18,534
| +24% | +$1.87M | 0.99% | 17 |
|
|
2024
Q4 | $7.68M | Sell |
76,555
-13,867
| -15% | -$1.39M | 0.83% | 31 |
|
|
2024
Q3 | $9.11M | Buy |
90,422
+13,531
| +18% | +$1.36M | 1.03% | 17 |
|
|
2024
Q2 | $7.74M | Sell |
76,891
-6,131
| -7% | -$617K | 0.94% | 23 |
|
|
2024
Q1 | $8.36M | Sell |
83,022
-235,466
| -74% | -$23.7M | 1.07% | 17 |
|
|
2023
Q4 | $31.9M | Sell |
318,488
-25,856
| -8% | -$2.59M | 5.07% | 4 |
|
|
2023
Q3 | $34.7M | Buy |
344,344
+23,187
| +7% | +$2.33M | 6.08% | 2 |
|
|
2023
Q2 | $32.3M | Buy |
321,157
+12,964
| +4% | +$1.3M | 5.6% | 1 |
|
|
2023
Q1 | $31M | Buy |
308,193
+94,608
| +44% | +$9.52M | 5.89% | 1 |
|
|
2022
Q4 | $21.4M | Buy |
213,585
+207,712
| +3,537% | +$20.8M | 4.7% | 1 |
|
|
2022
Q3 | $589K | Buy |
5,873
+2,468
| +72% | +$248K | 0.13% | 127 |
|
|
2022
Q2 | $341K | Buy |
+3,405
| New | +$341K | 0.07% | 195 |
|