Flagship Private Wealth’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 | $17.2M | Buy |
170,838
+62,685
| +58% | +$6.31M | 7.31% | 2 |
|
|
2025
Q1 | $10.9M | Buy |
108,153
+16,487
| +18% | +$1.66M | 5.18% | 5 |
|
|
2024
Q4 | $9.2M | Buy |
91,666
+50,150
| +121% | +$5.03M | 4.43% | 6 |
|
|
2024
Q3 | $4.18M | Sell |
41,516
-45,206
| -52% | -$4.55M | 2.15% | 14 |
|
|
2024
Q2 | $8.73M | Buy |
86,722
+73,521
| +557% | +$7.4M | 5.17% | 5 |
|
|
2024
Q1 | $1.33M | Buy |
+13,201
| New | +$1.33M | 0.86% | 23 |
|