MN Wealth Advisors’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 | $304K | Sell |
3,021
-35,011
| -92% | -$3.53M | 0.18% | 91 |
|
|
2025
Q1 | $3.83M | Sell |
38,032
-20,801
| -35% | -$2.09M | 2.25% | 11 |
|
|
2024
Q4 | $5.9M | Buy |
58,833
+44,263
| +304% | +$4.44M | 3.32% | 8 |
|
|
2024
Q3 | $1.47M | Buy |
14,570
+10,028
| +221% | +$1.01M | 0.83% | 26 |
|
|
2024
Q2 | $457K | Sell |
4,542
-537
| -11% | -$54.1K | 0.27% | 69 |
|
|
2024
Q1 | $512K | Buy |
5,079
+690
| +16% | +$69.5K | 0.32% | 62 |
|
|
2023
Q4 | $440K | Buy |
+4,389
| New | +$440K | 0.3% | 62 |
|