Eagle Ridge Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $14.4M | Buy |
143,397
+3,579
| +3% | +$359K | 1.26% | 32 |
|
|
2024
Q3 | $14.1M | Buy |
139,818
+6,921
| +5% | +$697K | 1.24% | 34 |
|
|
2024
Q2 | $13.4M | Buy |
132,897
+1,256
| +1% | +$126K | 1.24% | 34 |
|
|
2024
Q1 | $13.3M | Buy |
131,641
+1,170
| +0.9% | +$118K | 1.22% | 32 |
|
|
2023
Q4 | $13.1M | Buy |
130,471
+2,138
| +2% | +$214K | 1.28% | 30 |
|
|
2023
Q3 | $12.9M | Buy |
128,333
+16,897
| +15% | +$1.7M | 1.41% | 26 |
|
|
2023
Q2 | $11.2M | Buy |
+111,436
| New | +$11.2M | 1.18% | 34 |
|