Golden State Equity 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 | $2.98M | Sell |
29,585
-6,377
| -18% | -$642K | 0.55% | 33 |
|
|
2025
Q1 | $3.62M | Buy |
35,962
+8,090
| +29% | +$814K | 0.72% | 24 |
|
|
2024
Q4 | $2.8M | Buy |
+27,872
| New | +$2.8M | 0.53% | 38 |
|
|
2024
Q3 | – | Sell |
-5,212
| Closed | -$525K | – | 890 |
|
|
2024
Q2 | $525K | Buy |
+5,212
| New | +$525K | 0.11% | 203 |
|
|
2023
Q4 | $281K | Buy |
+2,805
| New | +$281K | 0.07% | 293 |
|