Elm Partners 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 | $127M | Buy |
1,260,139
+187,364
| +17% | +$18.9M | 7.37% | 5 |
|
|
2025
Q1 | $108M | Sell |
1,072,775
-92,200
| -8% | -$9.28M | 6.95% | 6 |
|
|
2024
Q4 | $117M | Buy |
1,164,975
+819,640
| +237% | +$82.2M | 7.98% | 5 |
|
|
2024
Q3 | $34.8M | Sell |
345,335
-233,613
| -40% | -$23.5M | 2.49% | 11 |
|
|
2024
Q2 | $58.3M | Sell |
578,948
-331,790
| -36% | -$33.4M | 4.48% | 8 |
|
|
2024
Q1 | $91.7M | Buy |
910,738
+299,344
| +49% | +$30.1M | 7.26% | 6 |
|
|
2023
Q4 | $61.3M | Sell |
611,394
-734,726
| -55% | -$73.7M | 5.57% | 6 |
|
|
2023
Q3 | $136M | Buy |
1,346,120
+987,061
| +275% | +$99.4M | 14.02% | 1 |
|
|
2023
Q2 | $36.1M | Buy |
+359,059
| New | +$36.1M | 3.64% | 8 |
|