Heritage Wealth Management (Texas)’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 | $7.19M | Buy |
71,355
+6,558
| +10% | +$661K | 3.57% | 8 |
|
|
2025
Q1 | $6.52M | Buy |
64,797
+4,599
| +8% | +$463K | 3.78% | 8 |
|
|
2024
Q4 | $6.04M | Sell |
60,198
-2,671
| -4% | -$268K | 3.55% | 7 |
|
|
2024
Q3 | $6.33M | Sell |
62,869
-817
| -1% | -$82.3K | 3.67% | 7 |
|
|
2024
Q2 | $6.41M | Buy |
63,686
+14,137
| +29% | +$1.42M | 4% | 7 |
|
|
2024
Q1 | $4.99M | Buy |
49,549
+3,670
| +8% | +$370K | 3.24% | 7 |
|
|
2023
Q4 | $4.6M | Buy |
45,879
+42,161
| +1,134% | +$4.23M | 3.24% | 7 |
|
|
2023
Q3 | $374K | Buy |
+3,718
| New | +$374K | 0.34% | 21 |
|
|
2023
Q2 | – | Sell |
-3,541
| Closed | -$356K | – | 26 |
|
|
2023
Q1 | $356K | Sell |
3,541
-4,001
| -53% | -$403K | 0.34% | 18 |
|
|
2022
Q4 | $755K | Buy |
+7,542
| New | +$755K | 0.77% | 14 |
|