Curi RMB Capital’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 | $6.34M | Sell |
62,974
-8,533
| -12% | -$859K | 0.12% | 190 |
|
2025
Q1 | $7.2M | Sell |
71,507
-6,292
| -8% | -$633K | 0.18% | 159 |
|
2024
Q4 | $7.8M | Sell |
77,799
-381
| -0.5% | -$38.2K | 0.18% | 157 |
|
2024
Q3 | $7.87M | Sell |
78,180
-25,822
| -25% | -$2.6M | 0.18% | 156 |
|
2024
Q2 | $10.5M | Buy |
104,002
+14,779
| +17% | +$1.49M | 0.25% | 122 |
|
2024
Q1 | $8.99M | Buy |
+89,223
| New | +$8.99M | 0.21% | 139 |
|