Cypress 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
$7.03M Sell
69,804
-7,634
-10% -$769K 2.04% 11
2025
Q1
$7.8M Sell
77,438
-4,972
-6% -$501K 2.25% 10
2024
Q4
$8.27M Sell
82,410
-19,999
-20% -$2.01M 2.36% 10
2024
Q3
$10.3M Buy
102,409
+1,966
+2% +$198K 2.66% 10
2024
Q2
$10.1M Sell
100,443
-15,057
-13% -$1.52M 2.54% 10
2024
Q1
$11.6M Sell
115,500
-1,435
-1% -$145K 3.18% 8
2023
Q4
$11.7M Buy
116,935
+1,331
+1% +$133K 3.34% 8
2023
Q3
$11.6M Sell
115,604
-25,739
-18% -$2.59M 3.41% 7
2023
Q2
$14.2M Buy
141,343
+13,816
+11% +$1.39M 4.09% 7
2023
Q1
$12.8M Buy
127,527
+4
+0% +$402 4.01% 7
2022
Q4
$12.8M Buy
+127,523
New +$12.8M 4% 7