Larson Financial Group’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 | $55K | Sell |
546
-1,786
| -77% | -$180K | ﹤0.01% | 1034 |
|
|
2025
Q1 | $235K | Sell |
2,332
-7,493
| -76% | -$754K | 0.01% | 589 |
|
|
2024
Q4 | $986K | Buy |
+9,825
| New | +$986K | 0.05% | 245 |
|
|
2024
Q3 | – | Sell |
-305
| Closed | -$30.7K | – | 2743 |
|
|
2024
Q2 | $30.7K | Buy |
+305
| New | +$30.7K | ﹤0.01% | 932 |
|
|
2024
Q1 | – | Hold |
0
| – | -$38 | – | 1752 |
|
|
2023
Q4 | – | Sell |
-2,094
| Closed | -$211K | – | 1761 |
|
|
2023
Q3 | $211K | Buy |
2,094
+74
| +4% | +$7.45K | 0.02% | 316 |
|
|
2023
Q2 | $203K | Sell |
2,020
-2,956
| -59% | -$297K | 0.02% | 316 |
|
|
2023
Q1 | $500K | Buy |
+4,976
| New | +$500K | 0.05% | 198 |
|