GeoWealth Management’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 | $253K | Buy |
2,509
+1,269
| +102% | +$128K | 0.01% | 594 |
|
|
2025
Q1 | $125K | Sell |
1,240
-23,390
| -95% | -$2.36M | 0.01% | 753 |
|
|
2024
Q4 | $2.47M | Buy |
24,630
+23,247
| +1,681% | +$2.33M | 0.08% | 160 |
|
|
2024
Q3 | $139K | Sell |
1,383
-27,890
| -95% | -$2.81M | ﹤0.01% | 816 |
|
|
2024
Q2 | $2.95M | Sell |
29,273
-13,148
| -31% | -$1.32M | 0.13% | 120 |
|
|
2024
Q1 | $4.27M | Buy |
42,421
+8,458
| +25% | +$852K | 0.17% | 107 |
|
|
2023
Q4 | $3.4M | Buy |
33,963
+22,791
| +204% | +$2.28M | 0.28% | 82 |
|
|
2023
Q3 | $1.13M | Buy |
11,172
+7,761
| +228% | +$782K | 0.13% | 135 |
|
|
2023
Q2 | $344K | Sell |
3,411
-27,114
| -89% | -$2.73M | 0.04% | 203 |
|
|
2023
Q1 | $3.07M | Buy |
30,525
+27,415
| +882% | +$2.76M | 0.36% | 53 |
|
|
2022
Q4 | $311K | Buy |
+3,110
| New | +$311K | 0.03% | 190 |
|