Moloney Securities Asset 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 | $477K | Buy |
4,737
+1,515
| +47% | +$153K | 0.06% | 276 |
|
|
2025
Q1 | $324K | Sell |
3,222
-515
| -14% | -$51.8K | 0.04% | 340 |
|
|
2024
Q4 | $375K | Buy |
3,737
+578
| +18% | +$58K | 0.05% | 305 |
|
|
2024
Q3 | $318K | Buy |
+3,159
| New | +$318K | 0.04% | 343 |
|
|
2024
Q1 | – | Sell |
-11,836
| Closed | -$1.19M | – | 493 |
|
|
2023
Q4 | $1.19M | Sell |
11,836
-5,000
| -30% | -$501K | 0.19% | 133 |
|
|
2023
Q3 | $1.69M | Sell |
16,836
-220,789
| -93% | -$22.2M | 0.31% | 77 |
|
|
2023
Q2 | $23.9M | Buy |
237,625
+20,552
| +9% | +$2.07M | 4.23% | 1 |
|
|
2023
Q1 | $21.8M | Buy |
217,073
+147,740
| +213% | +$14.9M | 4.07% | 2 |
|
|
2022
Q4 | $6.94M | Buy |
+69,333
| New | +$6.94M | 1.53% | 6 |
|