Meritage Portfolio 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 | – | Sell |
-3,379
| Closed | -$340K | – | 343 |
|
|
2025
Q1 | $340K | Hold |
3,379
| – | – | 0.02% | 275 |
|
|
2024
Q4 | $339K | Buy |
+3,379
| New | +$339K | 0.02% | 281 |
|
|
2024
Q3 | – | Sell |
-2,964
| Closed | -$299K | – | 344 |
|
|
2024
Q2 | $299K | Sell |
2,964
-431
| -13% | -$43.5K | 0.02% | 296 |
|
|
2024
Q1 | $342K | Sell |
3,395
-880
| -21% | -$88.6K | 0.02% | 283 |
|
|
2023
Q4 | $429K | Buy |
+4,275
| New | +$429K | 0.03% | 262 |
|