HeadInvest LLC’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 | $3.85M | Buy |
38,206
+90
| +0.2% | +$9.06K | 0.82% | 39 |
|
|
2025
Q1 | $3.84M | Buy |
38,116
+8,476
| +29% | +$853K | 0.75% | 40 |
|
|
2024
Q4 | $2.97M | Buy |
29,640
+1,295
| +5% | +$130K | 0.56% | 49 |
|
|
2024
Q3 | $2.85M | Hold |
28,345
| – | – | 0.53% | 48 |
|
|
2024
Q2 | $2.85M | Buy |
28,345
+2,661
| +10% | +$268K | 0.56% | 44 |
|
|
2024
Q1 | $2.59M | Buy |
25,684
+14,140
| +122% | +$1.42M | 0.5% | 52 |
|
|
2023
Q4 | $1.16M | Buy |
11,544
+2,416
| +26% | +$242K | 0.24% | 80 |
|
|
2023
Q3 | $915K | Buy |
9,128
+5,130
| +128% | +$514K | 0.2% | 87 |
|
|
2023
Q2 | $401K | Buy |
3,998
+315
| +9% | +$31.6K | 0.09% | 159 |
|
|
2023
Q1 | $370K | Sell |
3,683
-200
| -5% | -$20.1K | 0.08% | 162 |
|
|
2022
Q4 | $389K | Buy |
+3,883
| New | +$389K | 0.09% | 155 |
|