Highline Wealth Partners’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 | $350K | Sell |
3,473
-239
| -6% | -$24.1K | 0.1% | 80 |
|
|
2025
Q1 | $374K | Sell |
3,712
-1,664
| -31% | -$168K | 0.13% | 77 |
|
|
2024
Q4 | $539K | Sell |
5,376
-2,215
| -29% | -$222K | 0.18% | 68 |
|
|
2024
Q3 | $765K | Sell |
7,591
-7,882
| -51% | -$794K | 0.26% | 64 |
|
|
2024
Q2 | $1.56M | Sell |
15,473
-4,429
| -22% | -$446K | 0.59% | 38 |
|
|
2024
Q1 | $2M | Sell |
19,902
-12,658
| -39% | -$1.27M | 0.82% | 29 |
|
|
2023
Q4 | $3.26M | Buy |
32,560
+32,261
| +10,790% | +$3.23M | 1.58% | 18 |
|
|
2023
Q3 | $30.1K | Buy |
+299
| New | +$30.1K | 0.02% | 128 |
|