Meridian 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 | $2.16M | Buy |
21,484
+4,997
| +30% | +$503K | 0.09% | 194 |
|
|
2025
Q1 | $1.66M | Sell |
16,487
-61
| -0.4% | -$6.14K | 0.08% | 203 |
|
|
2024
Q4 | $1.66M | Buy |
16,548
+4,417
| +36% | +$443K | 0.08% | 213 |
|
|
2024
Q3 | $1.22M | Buy |
12,131
+2,109
| +21% | +$212K | 0.06% | 248 |
|
|
2024
Q2 | $1.01M | Buy |
+10,022
| New | +$1.01M | 0.12% | 115 |
|
|
2024
Q1 | – | Sell |
-4,961
| Closed | -$497K | – | 463 |
|
|
2023
Q4 | $497K | Buy |
4,961
+1,031
| +26% | +$103K | 0.03% | 384 |
|
|
2023
Q3 | $396K | Buy |
3,930
+1,124
| +40% | +$113K | 0.02% | 409 |
|
|
2023
Q2 | $282K | Buy |
2,806
+493
| +21% | +$49.6K | 0.02% | 448 |
|
|
2023
Q1 | $233K | Buy |
+2,313
| New | +$233K | 0.02% | 480 |
|