Fort Point Capital Partners’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 | $3.09M | Sell |
30,673
-1,113
| -4% | -$112K | 0.22% | 60 |
|
|
2025
Q1 | $3.2M | Sell |
31,786
-5,554
| -15% | -$559K | 0.35% | 53 |
|
|
2024
Q4 | $3.75M | Buy |
37,340
+24,673
| +195% | +$2.48M | 0.41% | 47 |
|
|
2024
Q3 | $1.28M | Buy |
12,667
+4,523
| +56% | +$456K | 0.16% | 89 |
|
|
2024
Q2 | $820K | Buy |
8,144
+5,263
| +183% | +$530K | 0.1% | 135 |
|
|
2024
Q1 | $290K | Sell |
2,881
-2,605
| -47% | -$262K | 0.04% | 262 |
|
|
2023
Q4 | $550K | Buy |
+5,486
| New | +$550K | 0.08% | 159 |
|