Greenwood Gearhart’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 | $569K | Hold |
5,653
| – | – | 0.04% | 78 |
|
2025
Q1 | $569K | Buy |
5,653
+190
| +3% | +$19.1K | 0.04% | 74 |
|
2024
Q4 | $548K | Hold |
5,463
| – | – | 0.04% | 88 |
|
2024
Q3 | $550K | Hold |
5,463
| – | – | 0.05% | 73 |
|
2024
Q2 | $550K | Hold |
5,463
| – | – | 0.05% | 68 |
|
2024
Q1 | $550K | Hold |
5,463
| – | – | 0.05% | 68 |
|
2023
Q4 | $548K | Buy |
+5,463
| New | +$548K | 0.06% | 64 |
|
2023
Q2 | – | Sell |
-3,790
| Closed | -$381K | – | 101 |
|
2023
Q1 | $381K | Hold |
3,790
| – | – | 0.05% | 73 |
|
2022
Q4 | $380K | Buy |
+3,790
| New | +$380K | 0.05% | 77 |
|