Empirical Wealth 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 | $609K | Sell |
6,052
-200
| -3% | -$20.1K | 0.01% | 389 |
|
|
2025
Q1 | $629K | Buy |
6,252
+200
| +3% | +$20.1K | 0.02% | 362 |
|
|
2024
Q4 | $607K | Hold |
6,052
| – | – | 0.02% | 350 |
|
|
2024
Q3 | $610K | Hold |
6,052
| – | – | 0.02% | 338 |
|
|
2024
Q2 | $609K | Buy |
6,052
+590
| +11% | +$59.4K | 0.02% | 320 |
|
|
2024
Q1 | $550K | Buy |
+5,462
| New | +$550K | 0.02% | 330 |
|