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