Modera 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 | $702K | Sell |
6,976
-566
| -8% | -$57K | 0.01% | 382 |
|
|
2025
Q1 | $759K | Sell |
7,542
-1,326
| -15% | -$133K | 0.01% | 361 |
|
|
2024
Q4 | $890K | Sell |
8,868
-3,192
| -26% | -$320K | 0.01% | 347 |
|
|
2024
Q3 | $1.21M | Buy |
12,060
+6,268
| +108% | +$631K | 0.02% | 282 |
|
|
2024
Q2 | $583K | Buy |
5,792
+3,371
| +139% | +$339K | 0.01% | 375 |
|
|
2024
Q1 | $244K | Sell |
2,421
-768
| -24% | -$77.3K | ﹤0.01% | 515 |
|
|
2023
Q4 | $320K | Buy |
3,189
+631
| +25% | +$63.3K | 0.01% | 464 |
|
|
2023
Q3 | $258K | Sell |
2,558
-100
| -4% | -$10.1K | ﹤0.01% | 479 |
|
|
2023
Q2 | $267K | Buy |
+2,658
| New | +$267K | ﹤0.01% | 480 |
|