Concourse Financial Group Securities’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $88.4K | Sell |
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2024
Q3 | $106K | Sell |
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2024
Q2 | $160K | Buy |
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|
2024
Q1 | $99.3K | Sell |
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|
2023
Q4 | $124K | Sell |
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|
2023
Q3 | $256K | Sell |
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|
2023
Q2 | $596K | Buy |
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|
2023
Q1 | $441K | Sell |
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|
2022
Q4 | $440K | Buy |
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|
2022
Q3 | – | Hold |
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|
2022
Q2 | – | Hold |
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|
2022
Q1 | – | Hold |
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|
2021
Q4 | – | Hold |
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|
2021
Q3 | – | Hold |
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|
2021
Q2 | – | Hold |
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|
2021
Q1 | – | Hold |
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|
2020
Q4 | – | Hold |
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|
2020
Q3 | – | Hold |
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|
2020
Q2 | – | Hold |
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