Creekmur Asset Management’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 | $100K | Buy |
995
+97
| +11% | +$9.77K | 0.02% | 271 |
|
|
2025
Q1 | $90.4K | Buy |
898
+445
| +98% | +$44.8K | 0.02% | 252 |
|
|
2024
Q4 | $45.4K | Sell |
453
-29
| -6% | -$2.91K | 0.01% | 250 |
|
|
2024
Q3 | $48.6K | Sell |
482
-785
| -62% | -$79.1K | 0.01% | 240 |
|
|
2024
Q2 | $128K | Sell |
1,267
-4,929
| -80% | -$496K | 0.03% | 153 |
|
|
2024
Q1 | $624K | Sell |
6,196
-13,748
| -69% | -$1.38M | 0.21% | 56 |
|
|
2023
Q4 | $2M | Buy |
+19,944
| New | +$2M | 0.62% | 25 |
|