Congress Wealth 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 | $2.12M | Sell |
21,075
-313
| -1% | -$31.5K | 0.02% | 542 |
|
|
2025
Q1 | $2.15M | Buy |
21,388
+3,276
| +18% | +$330K | 0.03% | 477 |
|
|
2024
Q4 | $1.82M | Sell |
18,112
-17,103
| -49% | -$1.72M | 0.03% | 425 |
|
|
2024
Q3 | $3.55M | Sell |
35,215
-3,319
| -9% | -$334K | 0.05% | 342 |
|
|
2024
Q2 | $3.88M | Sell |
38,534
-2,669
| -6% | -$269K | 0.06% | 278 |
|
|
2024
Q1 | $4.15M | Sell |
41,203
-1,806
| -4% | -$182K | 0.07% | 245 |
|
|
2023
Q4 | $4.31M | Buy |
43,009
+26,843
| +166% | +$2.69M | 0.08% | 238 |
|
|
2023
Q3 | $1.63M | Sell |
16,166
-1,870
| -10% | -$188K | 0.03% | 325 |
|
|
2023
Q2 | $1.81M | Sell |
18,036
-5,933
| -25% | -$597K | 0.04% | 277 |
|
|
2023
Q1 | $2.41M | Buy |
23,969
+19,304
| +414% | +$1.94M | 0.06% | 249 |
|
|
2022
Q4 | $467K | Buy |
4,665
+1,750
| +60% | +$175K | 0.01% | 414 |
|
|
2022
Q3 | $292K | Hold |
2,915
| – | – | 0.01% | 473 |
|
|
2022
Q2 | $292K | Buy |
+2,915
| New | +$292K | 0.01% | 483 |
|