First National Bank of South Miami’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $134K | Buy |
+1,334
| New | +$134K | 0.11% | 148 |
|
|
2022
Q2 | – | Sell |
-882
| Closed | -$88K | – | 342 |
|
|
2022
Q1 | $88K | Sell |
882
-650
| -42% | -$64.9K | 0.05% | 184 |
|
|
2021
Q4 | $153K | Sell |
1,532
-676
| -31% | -$67.5K | 0.09% | 152 |
|
|
2021
Q3 | $221K | Sell |
2,208
-252
| -10% | -$25.2K | 0.15% | 117 |
|
|
2021
Q2 | $246K | Buy |
+2,460
| New | +$246K | 0.17% | 111 |
|