HBW Advisory Services’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-1,315
| Closed | -$132K | – | 389 |
|
2024
Q2 | $132K | Sell |
1,315
-448
| -25% | -$45.1K | 0.02% | 329 |
|
2024
Q1 | $177K | Hold |
1,763
| – | – | 0.03% | 292 |
|
2023
Q4 | $177K | Sell |
1,763
-3,121
| -64% | -$313K | 0.03% | 292 |
|
2023
Q3 | $492K | Buy |
4,884
+1,161
| +31% | +$117K | 0.1% | 176 |
|
2023
Q2 | $375K | Buy |
+3,723
| New | +$375K | 0.08% | 205 |
|