Edmond de Rothschild Holding’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 | $175K | Sell |
1,735
-15,726
| -90% | -$1.58M | ﹤0.01% | 389 |
|
|
2025
Q1 | $1.76M | Buy |
17,461
+15,726
| +906% | +$1.58M | 0.03% | 230 |
|
|
2024
Q4 | $174K | Buy |
+1,735
| New | +$174K | ﹤0.01% | 417 |
|
|
2024
Q1 | – | Sell |
-2,541
| Closed | -$255K | – | 695 |
|
|
2023
Q4 | $255K | Hold |
2,541
| – | – | ﹤0.01% | 406 |
|
|
2023
Q3 | $256K | Sell |
2,541
-4,684
| -65% | -$472K | 0.01% | 404 |
|
|
2023
Q2 | $727K | Buy |
+7,225
| New | +$727K | 0.01% | 352 |
|