Integrated Wealth Concepts’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 | $6.86M | Sell |
68,127
-7,665
| -10% | -$772K | 0.07% | 270 |
|
|
2025
Q1 | $7.63M | Buy |
75,792
+2,591
| +4% | +$261K | 0.09% | 226 |
|
|
2024
Q4 | $7.34M | Buy |
73,201
+16,409
| +29% | +$1.65M | 0.09% | 224 |
|
|
2024
Q3 | $5.72M | Buy |
56,792
+1,888
| +3% | +$190K | 0.07% | 259 |
|
|
2024
Q2 | $5.53M | Buy |
54,904
+1,531
| +3% | +$154K | 0.08% | 245 |
|
|
2024
Q1 | $5.38M | Buy |
53,373
+6,027
| +13% | +$607K | 0.08% | 255 |
|
|
2023
Q4 | $4.75M | Buy |
47,346
+6,592
| +16% | +$661K | 0.08% | 244 |
|
|
2023
Q3 | $4.1M | Buy |
40,754
+16,102
| +65% | +$1.62M | 0.07% | 262 |
|
|
2023
Q2 | $2.48M | Buy |
24,652
+9,148
| +59% | +$921K | 0.04% | 382 |
|
|
2023
Q1 | $1.56M | Buy |
15,504
+7,436
| +92% | +$748K | 0.03% | 482 |
|
|
2022
Q4 | $808K | Buy |
+8,068
| New | +$808K | 0.02% | 518 |
|