Coppell Advisory Solutions’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 | $3.31M | Buy |
+32,859
| New | +$3.31M | 0.39% | 47 |
|
|
2025
Q1 | – | Sell |
-305
| Closed | -$30.6K | – | 1581 |
|
|
2024
Q4 | $30.6K | Hold |
305
| – | – | ﹤0.01% | 734 |
|
|
2024
Q3 | $30.7K | Hold |
305
| – | – | ﹤0.01% | 706 |
|
|
2024
Q2 | $30.7K | Buy |
+305
| New | +$30.7K | 0.01% | 628 |
|
|
2023
Q4 | $118K | Buy |
+1,179
| New | +$118K | 0.02% | 334 |
|