First Wilshire Securities 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 | $38.3M | Sell |
379,998
-41,840
| -10% | -$4.21M | 10.42% | 1 |
|
|
2025
Q1 | $42.5M | Buy |
421,838
+28,780
| +7% | +$2.9M | 12.18% | 1 |
|
|
2024
Q4 | $39.4M | Buy |
393,058
+24,253
| +7% | +$2.43M | 10.71% | 1 |
|
|
2024
Q3 | $37.1M | Buy |
368,805
+85,278
| +30% | +$8.59M | 10.44% | 2 |
|
|
2024
Q2 | $28.6M | Buy |
283,527
+31,133
| +12% | +$3.14M | 8.73% | 2 |
|
|
2024
Q1 | $25.4M | Buy |
252,394
+214,368
| +564% | +$21.6M | 7.44% | 3 |
|
|
2023
Q4 | $3.81M | Sell |
38,026
-7,188
| -16% | -$721K | 1.23% | 27 |
|
|
2023
Q3 | $4.55M | Buy |
+45,214
| New | +$4.55M | 1.56% | 25 |
|