Donaldson Capital Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $366K | Hold |
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|
2025
Q1 | $366K | Sell |
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|
2024
Q4 | $600K | Sell |
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2024
Q3 | $803K | Sell |
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|
2024
Q2 | $884K | Buy |
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|
2024
Q1 | $870K | Sell |
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|
2023
Q4 | $993K | Sell |
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|
2023
Q3 | $1.63M | Sell |
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|
2023
Q2 | $2.12M | Sell |
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|
2023
Q1 | $4.19M | Sell |
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|
2022
Q4 | $6.36M | Buy |
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|
2022
Q3 | $6.29M | Buy |
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|
2022
Q2 | $2.96M | Buy |
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