Focus Partners 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 | $106M | Buy |
1,053,609
+266,331
| +34% | +$26.8M | 0.23% | 93 |
|
|
2025
Q1 | $79.3M | Buy |
787,278
+187,497
| +31% | +$18.9M | 0.2% | 111 |
|
|
2024
Q4 | $60.2M | Buy |
599,781
+131,629
| +28% | +$13.2M | 0.16% | 129 |
|
|
2024
Q3 | $47.2M | Sell |
468,152
-166,514
| -26% | -$16.8M | 0.15% | 148 |
|
|
2024
Q2 | $63.9M | Buy |
634,666
+204,952
| +48% | +$20.6M | 0.22% | 108 |
|
|
2024
Q1 | $43.3M | Buy |
429,714
+46,044
| +12% | +$4.64M | 0.35% | 67 |
|
|
2023
Q4 | $38.5M | Buy |
+383,670
| New | +$38.5M | 0.5% | 46 |
|