InterOcean Capital Group’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
2024
Q1
$488K Sell
4,842
-1,023
-17% -$103K 0.01% 304
2023
Q4
$588K Sell
5,865
-935
-14% -$93.8K 0.02% 263
2023
Q3
$685K Buy
6,800
+852
+14% +$85.8K 0.02% 230
2023
Q2
$599K Buy
+5,948
New +$599K 0.02% 243