Ironwood Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-136
| Closed | -$13.7K | – | 44 |
|
|
2023
Q1 | $13.7K | Sell |
136
-3,146
| -96% | -$316K | 0.01% | 40 |
|
|
2022
Q4 | $329K | Sell |
3,282
-167,367
| -98% | -$16.8M | 0.14% | 31 |
|
|
2022
Q3 | $17.1M | Hold |
170,649
| – | – | 7.64% | 6 |
|
|
2022
Q2 | $17.1M | Sell |
170,649
-192,905
| -53% | -$19.3M | 7.64% | 6 |
|
|
2022
Q1 | $36.4M | Sell |
363,554
-69,164
| -16% | -$6.92M | 14.94% | 3 |
|
|
2021
Q4 | $43.3M | Buy |
432,718
+39,252
| +10% | +$3.93M | 18.88% | 3 |
|
|
2021
Q3 | $39.4M | Buy |
393,466
+283,237
| +257% | +$28.3M | 18.53% | 2 |
|
|
2021
Q2 | $11M | Buy |
+110,229
| New | +$11M | 6.36% | 5 |
|