Ethos Financial Group’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 | $1.92M | Sell |
19,033
-19,721
| -51% | -$1.99M | 0.16% | 121 |
|
|
2025
Q1 | $3.89M | Hold |
38,754
| – | – | 0.37% | 64 |
|
|
2024
Q4 | $3.89M | Sell |
38,754
-885
| -2% | -$88.8K | 0.51% | 54 |
|
|
2024
Q3 | $3.99M | Sell |
39,639
-970
| -2% | -$97.7K | 0.66% | 38 |
|
|
2024
Q2 | $4.09M | Sell |
40,609
-8,024
| -16% | -$808K | 0.72% | 37 |
|
|
2024
Q1 | $4.9M | Sell |
48,633
-19,339
| -28% | -$1.95M | 0.93% | 34 |
|
|
2023
Q4 | $6.82M | Sell |
67,972
-21,194
| -24% | -$2.13M | 1.45% | 23 |
|
|
2023
Q3 | $9.35M | Buy |
+89,166
| New | +$9.35M | 2.42% | 12 |
|