Kingsview Wealth 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 | $17.5M | Sell |
173,840
-1,109,921
| -86% | -$112M | 0.3% | 56 |
|
|
2025
Q1 | $129M | Buy |
1,283,761
+1,091,557
| +568% | +$110M | 2.43% | 3 |
|
|
2024
Q4 | $19.3M | Sell |
192,204
-9,708
| -5% | -$974K | 0.38% | 47 |
|
|
2024
Q3 | $20.3M | Sell |
201,912
-6,861
| -3% | -$691K | 0.43% | 48 |
|
|
2024
Q2 | $21M | Buy |
208,773
+6,023
| +3% | +$607K | 0.5% | 38 |
|
|
2024
Q1 | $20.4M | Sell |
202,750
-16,763
| -8% | -$1.69M | 0.51% | 38 |
|
|
2023
Q4 | $22M | Buy |
219,513
+51,772
| +31% | +$5.19M | 0.66% | 29 |
|
|
2023
Q3 | $16.9M | Buy |
167,741
+36,171
| +27% | +$3.64M | 0.61% | 27 |
|
|
2023
Q2 | $13.2M | Buy |
131,570
+10,805
| +9% | +$1.09M | 0.52% | 39 |
|
|
2023
Q1 | $12.1M | Sell |
120,765
-293,515
| -71% | -$29.5M | 0.51% | 39 |
|
|
2022
Q4 | $41.5M | Buy |
414,280
+64,676
| +18% | +$6.48M | 1.8% | 4 |
|
|
2022
Q3 | $35.1M | Buy |
349,604
+347,271
| +14,885% | +$34.8M | 1.66% | 7 |
|
|
2022
Q2 | $234K | Buy |
+2,333
| New | +$234K | 0.01% | 726 |
|