Evermay 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 | $3.89M | Sell |
38,653
-2,565
| -6% | -$258K | 0.48% | 24 |
|
|
2025
Q1 | $4.15M | Sell |
41,218
-8,404
| -17% | -$846K | 0.54% | 23 |
|
|
2024
Q4 | $4.98M | Sell |
49,622
-5,455
| -10% | -$547K | 0.75% | 22 |
|
|
2024
Q3 | $5.55M | Sell |
55,077
-198,949
| -78% | -$20M | 0.89% | 20 |
|
|
2024
Q2 | $25.6M | Sell |
254,026
-92,582
| -27% | -$9.32M | 4.1% | 6 |
|
|
2024
Q1 | $34.9M | Buy |
346,608
+148,215
| +75% | +$14.9M | 5.27% | 5 |
|
|
2023
Q4 | $19.9M | Buy |
198,393
+183,751
| +1,255% | +$18.4M | 3.67% | 7 |
|
|
2023
Q3 | $1.47M | Buy |
+14,642
| New | +$1.47M | 0.3% | 39 |
|