CreativeOne Wealth’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 | $478K | Buy |
4,743
+1,190
| +33% | +$120K | 0.01% | 762 |
|
|
2025
Q1 | $358K | Buy |
3,553
+776
| +28% | +$78.1K | 0.01% | 803 |
|
|
2024
Q4 | $279K | Sell |
2,777
-1,321
| -32% | -$133K | 0.01% | 910 |
|
|
2024
Q3 | $413K | Sell |
4,098
-508
| -11% | -$51.2K | 0.01% | 692 |
|
|
2024
Q2 | $464K | Buy |
4,606
+315
| +7% | +$31.7K | 0.02% | 495 |
|
|
2024
Q1 | $432K | Sell |
4,291
-1,157
| -21% | -$116K | 0.02% | 608 |
|
|
2023
Q4 | $546K | Buy |
5,448
+571
| +12% | +$57.2K | 0.04% | 351 |
|
|
2023
Q3 | $491K | Buy |
+4,877
| New | +$491K | 0.04% | 340 |
|