CI
CPR Investments’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Sell |
11,074
-6,714
| -38% | -$676K | 0.87% | 24 |
|
|
2025
Q1 | $1.79M | Buy |
17,788
+6,683
| +60% | +$673K | 1.59% | 21 |
|
|
2024
Q4 | $1.11M | Sell |
11,105
-6,818
| -38% | -$684K | 1.01% | 19 |
|
|
2024
Q3 | $1.81M | Buy |
17,923
+8,367
| +88% | +$843K | 1.7% | 15 |
|
|
2024
Q2 | $962K | Sell |
9,556
-15,095
| -61% | -$1.52M | 0.8% | 26 |
|
|
2024
Q1 | $2.48M | Buy |
24,651
+8,718
| +55% | +$878K | 1.89% | 16 |
|
|
2023
Q4 | $1.6M | Buy |
+15,933
| New | +$1.6M | 1.55% | 22 |
|