Congress Asset Management’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 | – | Sell |
-15,619
| Closed | -$1.57M | – | 399 |
|
|
2025
Q1 | $1.57M | Sell |
15,619
-429
| -3% | -$43.2K | 0.01% | 286 |
|
|
2024
Q4 | $1.61M | Sell |
16,048
-18,836
| -54% | -$1.89M | 0.01% | 293 |
|
|
2024
Q3 | $3.51M | Sell |
34,884
-3,570
| -9% | -$360K | 0.02% | 248 |
|
|
2024
Q2 | $3.87M | Sell |
38,454
-2,776
| -7% | -$280K | 0.03% | 240 |
|
|
2024
Q1 | $4.15M | Sell |
41,230
-1,814
| -4% | -$183K | 0.03% | 235 |
|
|
2023
Q4 | $4.32M | Buy |
43,044
+26,854
| +166% | +$2.69M | 0.03% | 248 |
|
|
2023
Q3 | $1.63M | Sell |
16,190
-1,869
| -10% | -$188K | 0.01% | 287 |
|
|
2023
Q2 | $1.82M | Sell |
18,059
-2,122
| -11% | -$214K | 0.02% | 288 |
|
|
2023
Q1 | $2.03M | Buy |
+20,181
| New | +$2.03M | 0.02% | 282 |
|