Five Oceans Advisors’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 | $19.2M | Buy |
190,201
+1,584
| +0.8% | +$159K | 8.17% | 2 |
|
2025
Q1 | $19M | Buy |
188,617
+1,956
| +1% | +$197K | 9.09% | 2 |
|
2024
Q4 | $18.7M | Buy |
186,661
+60,780
| +48% | +$6.1M | 8.59% | 2 |
|
2024
Q3 | $12.7M | Buy |
125,881
+75,408
| +149% | +$7.6M | 6.07% | 2 |
|
2024
Q2 | $5.08M | Buy |
50,473
+9,647
| +24% | +$972K | 2.66% | 8 |
|
2024
Q1 | $4.11M | Buy |
40,826
+1,998
| +5% | +$201K | 2.11% | 11 |
|
2023
Q4 | $3.89M | Buy |
38,828
+4,540
| +13% | +$455K | 2.18% | 10 |
|
2023
Q3 | $3.45M | Buy |
34,288
+21,340
| +165% | +$2.15M | 2.21% | 9 |
|
2023
Q2 | $1.3M | Buy |
12,948
+1,558
| +14% | +$157K | 0.84% | 26 |
|
2023
Q1 | $1.15M | Buy |
11,390
+3,655
| +47% | +$368K | 0.74% | 24 |
|
2022
Q4 | $775K | Buy |
+7,735
| New | +$775K | 0.54% | 39 |
|