Lantz 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 | $3M | Buy |
29,808
+8,800
| +42% | +$886K | 0.75% | 33 |
|
|
2025
Q1 | $2.11M | Buy |
21,008
+7,628
| +57% | +$768K | 0.58% | 46 |
|
|
2024
Q4 | $1.34M | Buy |
13,380
+1,759
| +15% | +$176K | 0.36% | 76 |
|
|
2024
Q3 | $1.17M | Sell |
11,621
-3,296
| -22% | -$332K | 0.32% | 83 |
|
|
2024
Q2 | $1.5M | Buy |
14,917
+5,870
| +65% | +$591K | 0.47% | 64 |
|
|
2024
Q1 | $911K | Buy |
9,047
+5,003
| +124% | +$504K | 0.29% | 89 |
|
|
2023
Q4 | $405K | Buy |
+4,044
| New | +$405K | 0.15% | 135 |
|