Donaldson Capital Management’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 | $366K | Hold |
3,637
| – | – | 0.01% | 179 |
|
|
2025
Q1 | $366K | Sell |
3,637
-2,348
| -39% | -$236K | 0.01% | 180 |
|
|
2024
Q4 | $600K | Sell |
5,985
-1,985
| -25% | -$199K | 0.02% | 163 |
|
|
2024
Q3 | $803K | Sell |
7,970
-812
| -9% | -$81.8K | 0.03% | 143 |
|
|
2024
Q2 | $884K | Buy |
8,782
+148
| +2% | +$14.9K | 0.04% | 129 |
|
|
2024
Q1 | $870K | Sell |
8,634
-1,271
| -13% | -$128K | 0.04% | 130 |
|
|
2023
Q4 | $993K | Sell |
9,905
-6,266
| -39% | -$628K | 0.04% | 122 |
|
|
2023
Q3 | $1.63M | Sell |
16,171
-4,904
| -23% | -$494K | 0.08% | 96 |
|
|
2023
Q2 | $2.12M | Sell |
21,075
-20,604
| -49% | -$2.07M | 0.1% | 84 |
|
|
2023
Q1 | $4.19M | Sell |
41,679
-21,874
| -34% | -$2.2M | 0.2% | 65 |
|
|
2022
Q4 | $6.36M | Buy |
63,553
+820
| +1% | +$82.1K | 0.31% | 47 |
|
|
2022
Q3 | $6.29M | Buy |
62,733
+33,122
| +112% | +$3.32M | 0.35% | 45 |
|
|
2022
Q2 | $2.97M | Buy |
+29,611
| New | +$2.97M | 0.15% | 73 |
|