Cornerstone Enterprises’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 | $16.7M | Sell |
165,775
-20,049
| -11% | -$2.02M | 8.98% | 3 |
|
|
2025
Q1 | $18.7M | Buy |
185,824
+5,260
| +3% | +$530K | 11.4% | 3 |
|
|
2024
Q4 | $18.1M | Sell |
180,564
-75,025
| -29% | -$7.53M | 10.88% | 2 |
|
|
2024
Q3 | $25.7M | Sell |
255,589
-5,941
| -2% | -$598K | 16.12% | 2 |
|
|
2024
Q2 | $26.3M | Buy |
261,530
+16,247
| +7% | +$1.64M | 17.49% | 1 |
|
|
2024
Q1 | $24.6M | Buy |
245,283
+50,145
| +26% | +$5.03M | 18.1% | 1 |
|
|
2023
Q4 | $19.6M | Buy |
+195,138
| New | +$19.6M | 17.46% | 1 |
|