Financial Counselors Inc’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 | – | Sell |
-3,025
| Closed | -$305K | – | 434 |
|
|
2025
Q1 | $305K | Sell |
3,025
-1,280
| -30% | -$129K | ﹤0.01% | 501 |
|
|
2024
Q4 | $432K | Buy |
4,305
+946
| +28% | +$94.9K | 0.01% | 432 |
|
|
2024
Q3 | $338K | Buy |
3,359
+1,280
| +62% | +$129K | 0.01% | 492 |
|
|
2024
Q2 | $209K | Hold |
2,079
| – | – | ﹤0.01% | 537 |
|
|
2024
Q1 | $209K | Hold |
2,079
| – | – | ﹤0.01% | 552 |
|
|
2023
Q4 | $208K | Buy |
+2,079
| New | +$208K | ﹤0.01% | 546 |
|