M. Kulyk & Associates’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 | $23.3M | Sell |
231,055
-20,715
| -8% | -$2.09M | 5.05% | 2 |
|
|
2025
Q1 | $25.3M | Buy |
251,770
+15,407
| +7% | +$1.55M | 5.8% | 2 |
|
|
2024
Q4 | $23.7M | Sell |
236,363
-20,915
| -8% | -$2.1M | 5.13% | 2 |
|
|
2024
Q3 | $25.9M | Buy |
257,278
+108,687
| +73% | +$10.9M | 5.21% | 2 |
|
|
2024
Q2 | $15M | Sell |
148,591
-109,192
| -42% | -$11M | 3.48% | 5 |
|
|
2024
Q1 | $26M | Buy |
257,783
+171,458
| +199% | +$17.3M | 6.02% | 2 |
|
|
2023
Q4 | $8.66M | Buy |
+86,325
| New | +$8.66M | 2.02% | 14 |
|