Eagle Rock Investment Company’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 | $378K | Sell |
3,750
-1,000
| -21% | -$101K | 0.06% | 123 |
|
|
2025
Q1 | $478K | Hold |
4,750
| – | – | 0.08% | 115 |
|
|
2024
Q4 | $477K | Sell |
4,750
-750
| -14% | -$75.2K | 0.08% | 114 |
|
|
2024
Q3 | $554K | Hold |
5,500
| – | – | 0.09% | 114 |
|
|
2024
Q2 | $554K | Hold |
5,500
| – | – | 0.1% | 109 |
|
|
2024
Q1 | $554K | Sell |
5,500
-500
| -8% | -$50.4K | 0.1% | 109 |
|
|
2023
Q4 | $602K | Buy |
+6,000
| New | +$602K | 0.12% | 103 |
|