Marion 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 | $4.4M | Sell |
43,716
-952
| -2% | -$95.9K | 1.1% | 25 |
|
|
2025
Q1 | $4.5M | Sell |
44,668
-2,428
| -5% | -$244K | 1.2% | 22 |
|
|
2024
Q4 | $4.72M | Sell |
47,096
-172
| -0.4% | -$17.3K | 1.25% | 24 |
|
|
2024
Q3 | $4.76M | Buy |
47,268
+2,208
| +5% | +$222K | 1.27% | 23 |
|
|
2024
Q2 | $4.54M | Sell |
45,060
-1,215
| -3% | -$122K | 1.33% | 23 |
|
|
2024
Q1 | $4.66M | Buy |
46,275
+9,026
| +24% | +$909K | 1.39% | 21 |
|
|
2023
Q4 | $3.73M | Buy |
+37,249
| New | +$3.73M | 1.19% | 26 |
|