Mather 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 | – | Sell |
-1,211
| Closed | -$122K | – | 1522 |
|
|
2025
Q1 | $122K | Buy |
1,211
+111
| +10% | +$11.2K | ﹤0.01% | 709 |
|
|
2024
Q4 | $110K | Buy |
1,100
+5
| +0.5% | +$502 | ﹤0.01% | 715 |
|
|
2024
Q3 | $110K | Sell |
1,095
-786
| -42% | -$79.2K | ﹤0.01% | 716 |
|
|
2024
Q2 | $189K | Buy |
1,881
+576
| +44% | +$58K | ﹤0.01% | 628 |
|
|
2024
Q1 | $131K | Buy |
+1,305
| New | +$131K | ﹤0.01% | 632 |
|
|
2023
Q4 | – | Sell |
-2,698
| Closed | -$272K | – | 575 |
|
|
2023
Q3 | $272K | Sell |
2,698
-83,279
| -97% | -$8.38M | ﹤0.01% | 459 |
|
|
2023
Q2 | $8.65M | Buy |
85,977
+75,272
| +703% | +$7.57M | 0.14% | 75 |
|
|
2023
Q1 | $1.08M | Sell |
10,705
-177
| -2% | -$17.8K | 0.02% | 205 |
|
|
2022
Q4 | $1.09M | Buy |
10,882
+3,012
| +38% | +$302K | 0.02% | 196 |
|
|
2022
Q3 | $789K | Buy |
+7,870
| New | +$789K | 0.02% | 228 |
|