Cosner Financial Group’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 | $901K | Sell |
8,944
-173
| -2% | -$17.4K | 0.5% | 25 |
|
|
2025
Q1 | $918K | Sell |
9,117
-38
| -0.4% | -$3.83K | 0.56% | 25 |
|
|
2024
Q4 | $918K | Buy |
9,155
+13
| +0.1% | +$1.3K | 0.58% | 25 |
|
|
2024
Q3 | $921K | Sell |
9,142
-37
| -0.4% | -$3.73K | 0.59% | 24 |
|
|
2024
Q2 | $924K | Sell |
9,179
-179
| -2% | -$18K | 0.65% | 20 |
|
|
2024
Q1 | $942K | Buy |
9,358
+22
| +0.2% | +$2.22K | 0.68% | 21 |
|
|
2023
Q4 | $936K | Buy |
+9,336
| New | +$936K | 0.79% | 19 |
|