Ironwood Investment Management’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 | $675K | Sell |
6,705
-5,200
| -44% | -$524K | 0.33% | 89 |
|
|
2025
Q1 | $1.2M | Hold |
11,905
| – | – | 0.65% | 52 |
|
|
2024
Q4 | $1.19M | Hold |
11,905
| – | – | 0.59% | 58 |
|
|
2024
Q3 | $1.2M | Buy |
+11,905
| New | +$1.2M | 0.58% | 57 |
|
|
2023
Q2 | – | Sell |
-8,209
| Closed | -$826K | – | 169 |
|
|
2023
Q1 | $826K | Buy |
+8,209
| New | +$826K | 0.52% | 65 |
|