Creative Planning’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 | $42.9M | Sell |
425,774
-37,707
| -8% | -$3.8M | 0.04% | 199 |
|
|
2025
Q1 | $46.7M | Buy |
463,481
+18,378
| +4% | +$1.85M | 0.04% | 170 |
|
|
2024
Q4 | $44.7M | Buy |
445,103
+79,882
| +22% | +$8.01M | 0.04% | 164 |
|
|
2024
Q3 | $36.8M | Sell |
365,221
-22,742
| -6% | -$2.29M | 0.04% | 186 |
|
|
2024
Q2 | $39.1M | Buy |
387,963
+44,196
| +13% | +$4.45M | 0.04% | 168 |
|
|
2024
Q1 | $34.6M | Buy |
343,767
+187,593
| +120% | +$18.9M | 0.04% | 175 |
|
|
2023
Q4 | $15.7M | Buy |
156,174
+28,065
| +22% | +$2.81M | 0.03% | 295 |
|
|
2023
Q3 | $12.9M | Buy |
128,109
+79,671
| +164% | +$8.02M | 0.02% | 308 |
|
|
2023
Q2 | $4.87M | Buy |
48,438
+20,773
| +75% | +$2.09M | 0.01% | 530 |
|
|
2023
Q1 | $2.78M | Buy |
+27,665
| New | +$2.78M | ﹤0.01% | 667 |
|
|
2021
Q2 | – | Sell |
-5,329
| Closed | -$533K | – | 2288 |
|
|
2021
Q1 | $533K | Sell |
5,329
-3,700
| -41% | -$370K | ﹤0.01% | 1374 |
|
|
2020
Q4 | $903K | Sell |
9,029
-180
| -2% | -$18K | ﹤0.01% | 989 |
|
|
2020
Q3 | $921K | Buy |
+9,209
| New | +$921K | ﹤0.01% | 829 |
|