DecisionPoint Financial’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 | $606K | Buy |
6,036
+60
| +1% | +$6.02K | 0.15% | 29 |
|
|
2025
Q1 | $602K | Hold |
5,976
| – | – | 0.17% | 26 |
|
|
2024
Q4 | $600K | Buy |
5,976
+3,538
| +145% | +$355K | 0.18% | 24 |
|
|
2024
Q3 | $246K | Sell |
2,438
-2,092
| -46% | -$211K | 0.08% | 36 |
|
|
2024
Q2 | $456K | Buy |
4,530
+3,170
| +233% | +$319K | 0.15% | 28 |
|
|
2024
Q1 | $137K | Buy |
+1,360
| New | +$137K | 0.05% | 42 |
|