Continuum Advisory’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 | $266K | Hold |
2,638
| – | – | 0.03% | 361 |
|
|
2025
Q1 | $266K | Sell |
2,638
-1,320
| -33% | -$133K | 0.03% | 343 |
|
|
2024
Q4 | $397K | Hold |
3,958
| – | – | 0.05% | 278 |
|
|
2024
Q3 | $398K | Sell |
3,958
-23
| -0.6% | -$2.31K | 0.05% | 277 |
|
|
2024
Q2 | $401K | Buy |
3,981
+3
| +0.1% | +$302 | 0.06% | 258 |
|
|
2024
Q1 | $400K | Hold |
3,978
| – | – | 0.06% | 258 |
|
|
2023
Q4 | $399K | Buy |
3,978
+20
| +0.5% | +$2.01K | 0.06% | 319 |
|
|
2023
Q3 | $398K | Hold |
3,958
| – | – | 0.06% | 311 |
|
|
2023
Q2 | $398K | Sell |
3,958
-3,543
| -47% | -$357K | 0.06% | 321 |
|
|
2023
Q1 | $754K | Hold |
7,501
| – | – | 0.13% | 191 |
|
|
2022
Q4 | $751K | Buy |
7,501
+1,770
| +31% | +$177K | 0.14% | 179 |
|
|
2022
Q3 | $575K | Buy |
+5,731
| New | +$575K | 0.1% | 211 |
|