Greenwich Wealth 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 | $3.13M | Sell |
31,058
-26,620
| -46% | -$2.68M | 0.15% | 67 |
|
|
2025
Q1 | $5.81M | Sell |
57,678
-22,439
| -28% | -$2.26M | 0.44% | 33 |
|
|
2024
Q4 | $8.04M | Sell |
80,117
-31,209
| -28% | -$3.13M | 0.57% | 28 |
|
|
2024
Q3 | $11.2M | Buy |
111,326
+27,988
| +34% | +$2.82M | 0.76% | 19 |
|
|
2024
Q2 | $8.39M | Sell |
83,338
-7,567
| -8% | -$762K | 0.61% | 24 |
|
|
2024
Q1 | $9.16M | Buy |
90,905
+765
| +0.8% | +$77K | 0.73% | 21 |
|
|
2023
Q4 | $9.04M | Sell |
90,140
-31,632
| -26% | -$3.17M | 0.89% | 18 |
|
|
2023
Q3 | $12.3M | Sell |
121,772
-9,642
| -7% | -$971K | 1.3% | 12 |
|
|
2023
Q2 | $13.2M | Sell |
131,414
-8,330
| -6% | -$838K | 1.39% | 10 |
|
|
2023
Q1 | $14.1M | Buy |
139,744
+11,396
| +9% | +$1.15M | 1.53% | 10 |
|
|
2022
Q4 | $12.9M | Buy |
128,348
+16,668
| +15% | +$1.67M | 1.41% | 11 |
|
|
2022
Q3 | $11.2M | Buy |
+111,680
| New | +$11.2M | 1.19% | 11 |
|