Impact Partnership Wealth’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 | $20.8M | Sell |
206,967
-10,427
| -5% | -$1.05M | 3.84% | 8 |
|
|
2025
Q1 | $21.9M | Buy |
217,394
+74,785
| +52% | +$7.53M | 4.67% | 5 |
|
|
2024
Q4 | $14.3M | Sell |
142,609
-7,766
| -5% | -$779K | 2.89% | 7 |
|
|
2024
Q3 | $15.1M | Buy |
150,375
+3,476
| +2% | +$350K | 3.42% | 8 |
|
|
2024
Q2 | $14.8M | Buy |
146,899
+131,904
| +880% | +$13.3M | 3.89% | 4 |
|
|
2024
Q1 | $1.51M | Sell |
14,995
-16,634
| -53% | -$1.68M | 0.6% | 20 |
|
|
2023
Q4 | $3.17M | Sell |
31,629
-47,448
| -60% | -$4.76M | 1.16% | 16 |
|
|
2023
Q3 | $7.96M | Sell |
79,077
-5,733
| -7% | -$577K | 2.48% | 7 |
|
|
2023
Q2 | $8.53M | Buy |
+84,810
| New | +$8.53M | 2.97% | 5 |
|