Guild Investment 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 | $393K | Hold |
3,900
| – | – | 0.34% | 38 |
|
|
2025
Q1 | $393K | Buy |
3,900
+500
| +15% | +$50.3K | 0.41% | 35 |
|
|
2024
Q4 | $341K | Sell |
3,400
-100
| -3% | -$10K | 0.37% | 33 |
|
|
2024
Q3 | $353K | Sell |
3,500
-1,350
| -28% | -$136K | 0.39% | 35 |
|
|
2024
Q2 | $488K | Buy |
+4,850
| New | +$488K | 0.56% | 35 |
|
|
2024
Q1 | – | Sell |
-5,030
| Closed | -$504K | – | 52 |
|
|
2023
Q4 | $504K | Buy |
+5,030
| New | +$504K | 0.8% | 34 |
|