Financial Strategies 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 | $2.99M | Buy |
29,793
+2,130
| +8% | +$214K | 0.62% | 32 |
|
|
2025
Q1 | $2.78M | Buy |
27,663
+10,070
| +57% | +$1.01M | 0.66% | 33 |
|
|
2024
Q4 | $1.77M | Buy |
17,593
+2,784
| +19% | +$280K | 0.42% | 38 |
|
|
2024
Q3 | $1.49M | Sell |
14,809
-3,216
| -18% | -$323K | 0.35% | 38 |
|
|
2024
Q2 | $1.81M | Buy |
18,025
+8,882
| +97% | +$892K | 0.46% | 35 |
|
|
2024
Q1 | $918K | Buy |
9,143
+2,928
| +47% | +$294K | 0.25% | 43 |
|
|
2023
Q4 | $625K | Buy |
6,215
+2,638
| +74% | +$265K | 0.18% | 47 |
|
|
2023
Q3 | $359K | Buy |
+3,577
| New | +$359K | 0.11% | 57 |
|