Investment Management Associates’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
Sell
-23,795
Closed -$2.39M 37
2023
Q4
$2.39M Sell
23,795
-3,177
-12% -$319K 0.92% 21
2023
Q3
$2.72M Buy
26,972
+18,988
+238% +$1.91M 1.13% 22
2023
Q2
$803K Sell
7,984
-10,054
-56% -$1.01M 0.29% 32
2023
Q1
$1.81M Buy
+18,038
New +$1.81M 0.75% 24