Harper Investing’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 | $4.82M | Buy |
47,905
+29,106
| +155% | +$2.93M | 2.7% | 11 |
|
|
2025
Q1 | $1.89M | Sell |
18,799
-524
| -3% | -$52.8K | 1.25% | 20 |
|
|
2024
Q4 | $1.94M | Sell |
19,323
-18,201
| -49% | -$1.83M | 1.43% | 19 |
|
|
2024
Q3 | $3.78M | Buy |
37,524
+1,188
| +3% | +$120K | 2.48% | 11 |
|
|
2024
Q2 | $3.66M | Sell |
36,336
-404,594
| -92% | -$40.7M | 3.6% | 7 |
|
|
2024
Q1 | $44.4M | Sell |
440,930
-390,505
| -47% | -$39.3M | 52.21% | 1 |
|
|
2023
Q4 | $83.4M | Buy |
831,435
+57,365
| +7% | +$5.75M | 88.82% | 1 |
|
|
2023
Q3 | $77.9M | Sell |
774,070
-12,582
| -2% | -$1.27M | 89.35% | 1 |
|
|
2023
Q2 | $79.2M | Buy |
786,652
+138,381
| +21% | +$13.9M | 91.35% | 1 |
|
|
2023
Q1 | $65.2M | Buy |
648,271
+270,529
| +72% | +$27.2M | 81% | 1 |
|
|
2022
Q4 | $37.8M | Buy |
+377,742
| New | +$37.8M | 46.69% | 1 |
|