Emerald Advisors’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 | $1.33M | Sell |
13,245
-2,490
| -16% | -$251K | 0.17% | 30 |
|
|
2025
Q1 | $1.58M | Sell |
15,735
-7,473
| -32% | -$752K | 0.21% | 20 |
|
|
2024
Q4 | $2.33M | Buy |
23,208
+14,526
| +167% | +$1.46M | 0.32% | 17 |
|
|
2024
Q3 | $873K | Buy |
8,682
+959
| +12% | +$96.4K | 0.13% | 40 |
|
|
2024
Q2 | $778K | Sell |
7,723
-170
| -2% | -$17.1K | 0.12% | 41 |
|
|
2024
Q1 | $795K | Sell |
7,893
-401
| -5% | -$40.4K | 0.14% | 42 |
|
|
2023
Q4 | $832K | Sell |
8,294
-2,667
| -24% | -$267K | 0.16% | 35 |
|
|
2023
Q3 | $1.1M | Sell |
10,961
-8,383
| -43% | -$844K | 0.26% | 20 |
|
|
2023
Q2 | $1.95M | Sell |
19,344
-10,264
| -35% | -$1.03M | 0.47% | 16 |
|
|
2023
Q1 | $2.98M | Buy |
29,608
+15,307
| +107% | +$1.54M | 0.77% | 11 |
|
|
2022
Q4 | $1.43M | Buy |
+14,301
| New | +$1.43M | 0.4% | 17 |
|