Horizon Investments’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
$4.17M Sell
41,661
-11,080
-21% -$1.11M 0.07% 218
2025
Q1
$5.27M Sell
52,741
-11,624
-18% -$1.16M 0.16% 77
2024
Q4
$6.43M Sell
64,365
-278
-0.4% -$27.8K 0.18% 60
2024
Q3
$6.46M Sell
64,643
-312
-0.5% -$31.2K 0.17% 55
2024
Q2
$6.48M Buy
64,955
+262
+0.4% +$26.2K 0.18% 58
2024
Q1
$6.46M Buy
64,693
+9,367
+17% +$935K 0.17% 71
2023
Q4
$5.52M Sell
55,326
-9,681
-15% -$966K 0.15% 72
2023
Q3
$6.49M Buy
+65,007
New +$6.49M 0.2% 63