Deane Retirement Strategies’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 | $14.5M | Buy |
143,694
+97,629
| +212% | +$9.83M | 6.48% | 2 |
|
|
2025
Q1 | $4.64M | Sell |
46,065
-49,291
| -52% | -$4.96M | 2.21% | 17 |
|
|
2024
Q4 | $9.57M | Sell |
95,356
-25,761
| -21% | -$2.58M | 4.81% | 6 |
|
|
2024
Q3 | $12.2M | Sell |
121,117
-18,433
| -13% | -$1.86M | 5.95% | 4 |
|
|
2024
Q2 | $14M | Buy |
139,550
+59,077
| +73% | +$5.92M | 7.17% | 2 |
|
|
2024
Q1 | $8.1M | Buy |
+80,473
| New | +$8.1M | 4.12% | 5 |
|