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