Coyle Financial Counsel’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 | $465K | Buy |
4,621
+1,341
| +41% | +$135K | 0.12% | 59 |
|
|
2025
Q1 | $330K | Buy |
3,280
+85
| +3% | +$8.56K | 0.1% | 59 |
|
|
2024
Q4 | $321K | Buy |
3,195
+909
| +40% | +$91.2K | 0.1% | 61 |
|
|
2024
Q3 | $230K | Sell |
2,286
-88
| -4% | -$8.86K | 0.08% | 64 |
|
|
2024
Q2 | $239K | Hold |
2,374
| – | – | 0.09% | 59 |
|
|
2024
Q1 | $239K | Buy |
2,374
+310
| +15% | +$31.2K | 0.09% | 59 |
|
|
2023
Q4 | $207K | Buy |
+2,064
| New | +$207K | 0.08% | 67 |
|