Global Retirement 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 | $3.36M | Buy |
+33,407
| New | +$3.36M | 0.08% | 216 |
|
|
2024
Q4 | $1.37M | Buy |
13,622
+184
| +1% | +$18.5K | 0.04% | 382 |
|
|
2024
Q3 | $1.35M | Sell |
13,438
-35,406
| -72% | -$3.57M | 0.04% | 363 |
|
|
2024
Q2 | $4.92M | Sell |
48,844
-107,550
| -69% | -$10.8M | 0.15% | 139 |
|
|
2024
Q1 | $15.8M | Sell |
156,394
-1,560
| -1% | -$157K | 0.59% | 32 |
|
|
2023
Q4 | $15.9M | Buy |
157,954
+150,539
| +2,030% | +$15.1M | 0.66% | 30 |
|
|
2023
Q3 | $744K | Buy |
7,415
+1,125
| +18% | +$113K | 0.04% | 357 |
|
|
2023
Q2 | $633K | Buy |
6,290
+1,200
| +24% | +$121K | 0.03% | 401 |
|
|
2023
Q1 | $510K | Buy |
5,090
+3,315
| +187% | +$332K | 0.03% | 428 |
|
|
2022
Q4 | $178K | Buy |
1,775
+1,495
| +534% | +$150K | 0.01% | 625 |
|
|
2022
Q3 | $28K | Sell |
280
-196
| -41% | -$19.6K | ﹤0.01% | 1246 |
|
|
2022
Q2 | $48K | Buy |
476
+5
| +1% | +$504 | ﹤0.01% | 1008 |
|
|
2022
Q1 | $47K | Buy |
+471
| New | +$47K | ﹤0.01% | 1009 |
|