Klein Pavlis & Peasley Financial’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 | $14.6M | Buy |
144,996
+77,425
| +115% | +$7.8M | 9.74% | 1 |
|
|
2025
Q1 | $6.78M | Buy |
67,571
+15,297
| +29% | +$1.54M | 4.88% | 2 |
|
|
2024
Q4 | $5.24M | Buy |
52,274
+26,090
| +100% | +$2.62M | 4.24% | 3 |
|
|
2024
Q3 | $2.64M | Buy |
26,184
+7,462
| +40% | +$752K | 2.11% | 15 |
|
|
2024
Q2 | $1.89M | Sell |
18,722
-26,004
| -58% | -$2.62M | 1.67% | 21 |
|
|
2024
Q1 | $4.5M | Sell |
44,726
-1,940
| -4% | -$195K | 4.07% | 4 |
|
|
2023
Q4 | $4.68M | Buy |
+46,666
| New | +$4.68M | 4.36% | 4 |
|