Concord Wealth Partners’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 | $1.84M | Buy |
+18,321
| New | +$1.84M | 0.27% | 89 |
|
|
2024
Q4 | – | Sell |
-25
| Closed | -$2.52K | – | 975 |
|
|
2024
Q3 | $2.52K | Hold |
25
| – | – | ﹤0.01% | 720 |
|
|
2024
Q2 | $2.52K | Hold |
25
| – | – | ﹤0.01% | 646 |
|
|
2024
Q1 | $2.52K | Sell |
25
-4
| -14% | -$403 | ﹤0.01% | 727 |
|
|
2023
Q4 | $2.91K | Buy |
+29
| New | +$2.91K | ﹤0.01% | 683 |
|