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