Evensky & Katz’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-369
| Closed | -$37K | – | 81 |
|
|
2024
Q3 | $37K | Buy |
+369
| New | +$37K | ﹤0.01% | 78 |
|
|
2024
Q2 | – | Sell |
-795
| Closed | -$80K | – | 88 |
|
|
2024
Q1 | $80K | Sell |
795
-269,800
| -100% | -$27.1M | 0.01% | 78 |
|
|
2023
Q4 | $27.1M | Buy |
270,595
+270,041
| +48,744% | +$27.1M | 2.04% | 15 |
|
|
2023
Q3 | $56K | Buy |
+554
| New | +$56K | ﹤0.01% | 77 |
|