Creative Planning’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $37.2M | Sell |
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2025
Q2 | $42.9M | Sell |
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|
2025
Q1 | $46.7M | Buy |
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|
2024
Q4 | $44.7M | Buy |
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|
2024
Q3 | $36.8M | Sell |
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|
2024
Q2 | $39.1M | Buy |
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|
2024
Q1 | $34.6M | Buy |
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|
2023
Q4 | $15.7M | Buy |
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|
2023
Q3 | $12.9M | Buy |
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|
2023
Q2 | $4.87M | Buy |
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|
2023
Q1 | $2.78M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $533K | Sell |
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|
2020
Q4 | $903K | Sell |
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|
2020
Q3 | $921K | Buy |
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